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SMIZSMIZ
10 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in ZACKS TRUST

No. Axxcess Wealth Management exited its SMIZ position in Q3 2026. Its Q2 2026 13F listed 30,080 shares worth $1.3M. Axxcess Wealth Management first reported SMIZ in Q2 2024 and held it in 8 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$3.3M

Total Shares Change

-109,845

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Exited
0
-100.0%
$00.0%$40.93
0
2026-Q2
New
30,080
-
$1.3M0.0%$44.62
35
2026-Q1
Exited
0
-100.0%
$00.0%$37.07
0
2025-Q4
Decreased
49,829
-2.1%
$1.8M0.0%$36.99
0
2025-Q3
Decreased
50,909
-20.1%
$1.9M0.0%$37.13
0
2025-Q2
Decreased
63,738
-0.5%
$2.2M0.1%$33.69
0
2025-Q1
Decreased
64,075
-36.2%
$1.9M0.1%$30.07
0
2024-Q4
Increased
100,475
+1.4%
$3.3M0.1%$32.98
27
2024-Q3
Decreased
99,102
-9.8%
$3.3M0.1%$32.41
0
2024-Q2
New
109,845
-
$3.3M0.1%$29.85
37

Other major holders of SMIZ: ENVESTNET ASSET MANAGEMENT INC, Steward Partners Investment Advisory, LLC, TRUIST FINANCIAL CORP, LPL Financial LLC, Creative Planning

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