Strive Financial Group LLC boosted its position in shares of Zacks Small/Mid Cap Core Portfolio ETF (NYSEARCA:SMIZ – Free Report) by 354.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 205,799 shares of the company’s stock after acquiring an additional 160,506 shares during the period. Zacks Small/Mid Cap Core Portfolio ETF accounts for 4.0% of Strive Financial Group LLC’s investment portfolio, making the stock its 6th biggest holding. Strive Financial Group LLC owned approximately 3.19% of Zacks Small/Mid Cap Core Portfolio ETF worth $9,183,000 at the end of the most recent reporting period.
Other hedge funds also recently bought and sold shares of the company. CoreCap Advisors LLC grew its position in shares of Zacks Small/Mid Cap Core Portfolio ETF by 12.2% in the second quarter. CoreCap Advisors LLC now owns 6,050 shares of the company’s stock valued at $270,000 after purchasing an additional 656 shares during the last quarter. Rossby Financial LCC lifted its position in shares of Zacks Small/Mid Cap Core Portfolio ETF by 40.5% during the 4th quarter. Rossby Financial LCC now owns 10,437 shares of the company’s stock worth $386,000 after purchasing an additional 3,006 shares during the last quarter. Alteri Wealth LLC boosted its stake in Zacks Small/Mid Cap Core Portfolio ETF by 6.5% during the 4th quarter. Alteri Wealth LLC now owns 38,935 shares of the company’s stock valued at $1,440,000 after purchasing an additional 2,370 shares during the period. Finally, Wayfinding Financial LLC boosted its stake in Zacks Small/Mid Cap Core Portfolio ETF by 1.3% during the 4th quarter. Wayfinding Financial LLC now owns 150,979 shares of the company’s stock valued at $5,619,000 after purchasing an additional 1,912 shares during the period.
Zacks Small/Mid Cap Core Portfolio ETF Stock Up 0.6%
Shares of NYSEARCA SMIZ opened at $42.18 on Friday. The business’s 50 day moving average is $42.85 and its two-hundred day moving average is $41.28. The company has a market cap of $272.06 million, a P/E ratio of 20.70 and a beta of 1.15. Zacks Small/Mid Cap Core Portfolio ETF has a 12 month low of $35.14 and a 12 month high of $44.77.
About Zacks Small/Mid Cap Core Portfolio ETF
The Zacks Small/Mid Cap ETF (SMIZ) is an exchange-traded fund that mostly invests in extended market equity. The fund aims to generate positive risk-adjusted returns by investing in small- and mid-cap US stocks. The actively managed fund selects companies based on analyst agreement, magnitude, upside, and surprise. SMIZ was launched on Oct 3, 2023 and is issued by Zacks.
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