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SMIZSMIZ
9 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in ZACKS SMALL/MID CAP ETF

AXXCESS WEALTH MANAGEMENT, LLC holds 30,080 shares of SMIZ (ZACKS SMALL/MID CAP ETF), worth $1.3M as of 2026-Q2. This is a new position. SMIZ represents 0.0% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$1.3M

Current Shares

30,080

Total Value Change

-$2M

Total Shares Change

-79,765

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
30,080
-
$1.3M0.0%$44.62
35
2026-Q1
Exited
0
-100.0%
$00.0%$38.65
0
2025-Q4
Decreased
49,829
-2.1%
$1.8M0.0%$37.44
0
2025-Q3
Decreased
50,909
-20.1%
$1.9M0.0%$37.07
0
2025-Q2
Decreased
63,738
-0.5%
$2.2M0.1%$33.59
0
2025-Q1
Decreased
64,075
-36.2%
$1.9M0.1%$30.07
0
2024-Q4
Increased
100,475
+1.4%
$3.3M0.1%$33.04
27
2024-Q3
Decreased
99,102
-9.8%
$3.3M0.1%$32.38
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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