Envestnet Asset Management
SMCO icon

Envestnet Asset Management’s Hilton Small-MidCap Opportunity ETF SMCO Stock Holding History

Envestnet Asset Management’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 		$11.2M Buy
361,007
+9,304
+3% +$275K ﹤0.01% 1857
2026
Q1 		$9.56M Buy
351,703
+211,076
+150% +$5.95M ﹤0.01% 1859
2025
Q4 		$3.77M Buy
140,627
+34,290
+32% +$925K ﹤0.01% 2384
2025
Q3 		$2.87M Buy
106,337
+87,340
+460% +$2.31M ﹤0.01% 2640
2025
Q2 		$488K Buy
18,997
+6,704
+55% +$160K ﹤0.01% 3706
2025
Q1 		$290K Buy
12,293
+2,781
+29% +$70.6K ﹤0.01% 3941
2024
Q4 		$242K Buy
+9,512
New +$246K ﹤0.01% 3998

Other funds holding SMCO

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 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

Envestnet Asset Management's SMCO Position: Q2 2026 in Review

Envestnet Asset Management increased its Hilton Small-MidCap Opportunity ETF (SMCO) stake by 2.6% in Q2 2026, buying an estimated $275K and bringing the position to 361,007 shares worth $11.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Envestnet Asset Management first reported a position in SMCO in Q4 2024 and has held it in 7 quarters since. 5 funds tracked by Wall St. Rank hold SMCO as of Q2 2026.

  • Envestnet Asset Management held 361,007 shares of Hilton Small-MidCap Opportunity ETF worth $11.2M as of Q2 2026.
  • Envestnet Asset Management bought 9,304 Hilton Small-MidCap Opportunity ETF shares in Q2 2026, an estimated $275K.
  • Hilton Small-MidCap Opportunity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1857 holding.
  • Envestnet Asset Management first reported a position in Hilton Small-MidCap Opportunity ETF in Q4 2024 and has held it in 7 quarters since.
  • 5 funds tracked by Wall St. Rank held Hilton Small-MidCap Opportunity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.