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Alteri Wealth LLC increased its holdings in Zacks Small/Mid Cap Core Portfolio ETF (NYSEARCA:SMIZ) by 144.8% in the undefined quarter, according to its most recent disclosure with the SEC. The firm owned 24,011 shares of the company's stock after acquiring an additional 14,201 shares during the period. Alteri Wealth LLC owned approximately
Zacks Small/Mid Cap ETF focuses on earnings revisions and surprises, aiming for consistent returns with minimal capital loss. The SMIZ ETF has a portfolio of 216 U.S. stocks, primarily small/micro caps, with a tilt to growth. SMIZ has outperformed small and mid cap benchmarks and its return since inception is consistent with the performance of small and mid-cap growth ETFs.
Excited by the prospect of rate cuts boosting smaller firms? Looking forward to the prospect of using small-caps alone to diversify away from large-caps?
Zacks Investment Management has launched its second actively managed ETF. The Zacks Small and Mid Cap ETF (NYSE Arca: SMIZ) seeks to generate positive risk-adjusted returns by investing in small and mid-cap companies.
SEC filings for SMIZ aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.