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Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC
SMIZ3 quarters
Position history for Beacon Pointe Advisors, LLC's holdings in ZACKS TRUST
Yes. Beacon Pointe Advisors holds 5,692 shares of SMIZ, worth $253,978, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. Beacon Pointe Advisors has held SMIZ since Q4 2025, across 3 quarterly 13F filings.
Current Value
$253,978
Current Shares
5,692
Total Value Change
+$43,430
Total Shares Change
0
Quarter-by-Quarter History
Other major holders of SMIZ: ENVESTNET ASSET MANAGEMENT INC, Steward Partners Investment Advisory, LLC, TRUIST FINANCIAL CORP, LPL Financial LLC