Wayfinding Financial LLC Has $4.76 Million Stake in Zacks Small/Mid Cap Core Portfolio ETF (NYSEARCA:SMIZ)

Wayfinding Financial LLC cut its stake in Zacks Small/Mid Cap Core Portfolio ETF (NYSEARCA:SMIZ) by 2.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 139,166 shares of the company’s stock after selling 3,445 shares during the quarter. Zacks Small/Mid Cap Core Portfolio ETF comprises about 2.5% of Wayfinding Financial LLC’s holdings, making the stock its 9th biggest holding. Wayfinding Financial LLC owned about 8.43% of Zacks Small/Mid Cap Core Portfolio ETF worth $4,761,000 as of its most recent filing with the Securities and Exchange Commission.

Separately, Strategic Blueprint LLC grew its position in shares of Zacks Small/Mid Cap Core Portfolio ETF by 12.0% in the 4th quarter. Strategic Blueprint LLC now owns 61,042 shares of the company’s stock worth $2,025,000 after buying an additional 6,523 shares during the period.

Zacks Small/Mid Cap Core Portfolio ETF Price Performance

NYSEARCA:SMIZ opened at $30.94 on Friday. The firm’s 50-day moving average price is $32.85 and its 200-day moving average price is $33.56. The company has a market capitalization of $112.93 million, a PE ratio of 16.33 and a beta of 1.19. Zacks Small/Mid Cap Core Portfolio ETF has a 1-year low of $29.10 and a 1-year high of $36.94.

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.