CA
SMCO icon

Crumly & Associates’s Hilton Small-MidCap Opportunity ETF SMCO Stock Holding History

Crumly & Associates’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
Q2 		$14.3M Buy
461,501
+11,716
+3% +$346K 2.74% 8
2026
Q1 		$12.2M Sell
449,785
-56,339
-11% -$1.59M 2.57% 10
2025
Q4 		$13.6M Buy
506,124
+5,359
+1% +$145K 2.85% 8
2025
Q3 		$13.5M Buy
500,765
+58,031
+13% +$1.53M 2.95% 7
2025
Q2 		$11.4M Buy
442,734
+33,673
+8% +$806K 2.77% 9
2025
Q1 		$9.64M Buy
409,061
+204,492
+100% +$5.19M 2.66% 8
2024
Q4 		$5.2M Buy
204,569
+23,338
+13% +$604K 1.42% 23
2024
Q3 		$4.51M Buy
+181,231
New +$4.36M 1.25% 30

Other funds holding SMCO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
P8IP
Pier 88 Investment Partners San Francisco, California $421M AUM 14.71% 1-Year Est. Return

Crumly & Associates's SMCO Position: Q2 2026 in Review

Crumly & Associates increased its Hilton Small-MidCap Opportunity ETF (SMCO) stake by 2.6% in Q2 2026, buying an estimated $346K and bringing the position to 461,501 shares worth $14.3M. The position accounts for 2.74% of the portfolio, ranked #8.

Crumly & Associates first reported a position in SMCO in Q3 2024 and has held it in 8 quarters since. 6 funds tracked by Wall St. Rank hold SMCO as of Q2 2026.

  • Crumly & Associates held 461,501 shares of Hilton Small-MidCap Opportunity ETF worth $14.3M as of Q2 2026.
  • Crumly & Associates bought 11,716 Hilton Small-MidCap Opportunity ETF shares in Q2 2026, an estimated $346K.
  • Hilton Small-MidCap Opportunity ETF made up 2.74% of Crumly & Associates's portfolio in Q2 2026, its #8 holding.
  • Crumly & Associates first reported a position in Hilton Small-MidCap Opportunity ETF in Q3 2024 and has held it in 8 quarters since.
  • 6 funds tracked by Wall St. Rank held Hilton Small-MidCap Opportunity ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.