Back to Farther Finance Advisors, LLC Farther Finance Advisors, LLC

SMIZSMIZ
5 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in ZACKS TRUST

Yes. Farther Finance Advisors holds 44,755 shares of SMIZ, worth $1.8M, as of its Q3 2026 13F filing. It reduced the position by 2,798 shares (-5.9%) from Q2 2026. Farther Finance Advisors has held SMIZ since Q3 2025, across 5 quarterly 13F filings.

Current Value

$1.8M

Current Shares

44,755

Total Value Change

+$1.8M

Total Shares Change

+44,550

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
44,755
-5.9%
$1.8M0.0%$40.93
0
2026-Q2
Increased
47,553
+133x
$2.1M0.0%$44.62
42
2026-Q1
Increased
356
+0.3%
$13,3410.0%$37.07
18
2025-Q4
Increased
355
+73.2%
$13,1310.0%$36.99
27
2025-Q3
New
205
-
$7,6570.0%$37.13
23

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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