Commonwealth Equity Services’s Hilton Small-MidCap Opportunity ETF SMCO Stock Holding History

Commonwealth Equity Services’s Portfolio SMCO Stock Details SMCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-23,675	Closed	-$734K	–	4538
2026 Q2	$734K	Buy	23,675 +3,798	+19%	+$112K	﹤0.01%	2981
2026 Q1	$540K	Buy	19,877 +2,880	+17%	+$81.1K	﹤0.01%	3146
2025 Q4	$456K	Sell	16,997 -1,638	-9%	-$44.2K	﹤0.01%	3242
2025 Q3	$502K	Buy	18,635 +1,707	+10%	+$45.1K	﹤0.01%	3171
2025 Q2	$435K	Buy	+16,928	New	+$405K	﹤0.01%	3274

Other funds holding SMCO

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Pier 88 Investment Partners San Francisco, California $407M AUM 13.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Commonwealth Equity Services's SMCO Position: Q3 2026 in Review

Commonwealth Equity Services sold out of Hilton Small-MidCap Opportunity ETF (SMCO) in Q3 2026, closing a stake of 23,675 shares — an estimated $734K sold.

Commonwealth Equity Services first reported a position in SMCO in Q2 2025 and held it in 5 quarters. The position peaked at $734K in Q2 2026. 8 funds tracked by Wall St. Rank hold SMCO as of Q3 2026.

Commonwealth Equity Services reported no remaining Hilton Small-MidCap Opportunity ETF position as of Q3 2026 after selling out during the quarter.
Commonwealth Equity Services sold 23,675 Hilton Small-MidCap Opportunity ETF shares in Q3 2026, an estimated $734K.
Commonwealth Equity Services first reported a position in Hilton Small-MidCap Opportunity ETF in Q2 2025 and held it in 5 quarters.
Commonwealth Equity Services's Hilton Small-MidCap Opportunity ETF position peaked at $734K in Q2 2026.
8 funds tracked by Wall St. Rank held Hilton Small-MidCap Opportunity ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.