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

&Partners’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
Q1 		$9.42M Buy
348,456
+159,579
+84% +$4.5M 0.05% 342
2025
Q4 		$5.06M Buy
188,877
+40,957
+28% +$1.11M 0.03% 494
2025
Q3 		$3.99M Buy
147,920
+116,122
+365% +$3.07M 0.03% 495
2025
Q2 		$816K Sell
31,798
-17,585
-36% -$421K 0.01% 1087
2025
Q1 		$1.16M Buy
49,383
+12,256
+33% +$311K 0.01% 768
2024
Q4 		$959K Buy
+37,127
New +$961K 0.01% 784

Other funds holding SMCO

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

&Partners's SMCO Position: Q1 2026 in Review

&Partners increased its Hilton Small-MidCap Opportunity ETF (SMCO) stake by 84% in Q1 2026, buying an estimated $4.5M and bringing the position to 348,456 shares worth $9.42M. The position accounts for 0.05% of the portfolio, ranked #342.

&Partners first reported a position in SMCO in Q4 2024 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold SMCO as of Q1 2026.

  • &Partners held 348,456 shares of Hilton Small-MidCap Opportunity ETF worth $9.42M as of Q1 2026.
  • &Partners bought 159,579 Hilton Small-MidCap Opportunity ETF shares in Q1 2026, an estimated $4.5M.
  • Hilton Small-MidCap Opportunity ETF made up 0.05% of &Partners's portfolio in Q1 2026, its #342 holding.
  • &Partners first reported a position in Hilton Small-MidCap Opportunity ETF in Q4 2024 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held Hilton Small-MidCap Opportunity ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.