Strive Financial Group LLC Purchases 160,506 Shares of Zacks Small/Mid Cap Core Portfolio ETF $SMIZ

Strive Financial Group LLC boosted its position in shares of Zacks Small/Mid Cap Core Portfolio ETF (NYSEARCA:SMIZ) by 354.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm 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 makes up approximately 4.0% of Strive Financial Group LLC’s holdings, making the stock its 6th largest holding. Strive Financial Group LLC’s holdings in Zacks Small/Mid Cap Core Portfolio ETF were worth $9,183,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. CoreCap Advisors LLC lifted its position in shares of Zacks Small/Mid Cap Core Portfolio ETF by 12.2% in the 2nd quarter. CoreCap Advisors LLC now owns 6,050 shares of the company’s stock worth $270,000 after acquiring an additional 656 shares during the period. Rossby Financial LCC increased its position in shares of Zacks Small/Mid Cap Core Portfolio ETF by 40.5% during the fourth quarter. Rossby Financial LCC now owns 10,437 shares of the company’s stock valued at $386,000 after purchasing an additional 3,006 shares during the period. Wayfinding Financial LLC raised its stake in shares of Zacks Small/Mid Cap Core Portfolio ETF by 1.3% in the fourth 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 in the last quarter. Finally, Alteri Wealth LLC raised its stake in shares of Zacks Small/Mid Cap Core Portfolio ETF by 6.5% in the fourth 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 in the last quarter.

Zacks Small/Mid Cap Core Portfolio ETF Price Performance

Shares of SMIZ stock opened at $42.18 on Friday. Zacks Small/Mid Cap Core Portfolio ETF has a one year low of $35.14 and a one year high of $44.77. The stock has a fifty day moving average price of $42.85 and a 200 day moving average price of $41.28. The stock 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 Profile

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.