AXXCESS WEALTH MANAGEMENT, LLC

Position in SMIZ — Zacks Small/Mid Cap ETF

CIK 1911056 CARLSBAD, CA

Back to SMIZ Full portfolio

All Filings in SMIZ

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31 SMIZ	$1,843,174	49,829	-2.1%	Shares	Sole	2026-02-19
2025-09-30 SMIZ	$1,901,451	50,909	-20.1%	Shares	Sole	2025-11-07
2025-06-30 SMIZ	$2,160,080	63,738	-0.5%	Shares	Sole	2025-07-28
2025-03-31 SMIZ	$1,938,653	64,075	-36.2%	Shares	Sole	2025-04-30
2024-12-31 SMIZ	$3,333,660	100,475	+1.4%	Shares	Sole	2025-02-10
2024-09-30 SMIZ	$3,280,077	99,102	-9.8%	Shares	Sole	2024-11-04
2024-06-30 SMIZ	$3,349,174	109,845	—	Shares	Sole	2024-08-09
No filing history on record for this holder in this stock.