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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
Q2 		$10.7M Sell
343,476
-4,980
-1% -$147K 0.04% 368
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 22.96% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners's SMCO Position: Q2 2026 in Review

&Partners reduced its Hilton Small-MidCap Opportunity ETF (SMCO) stake by 1.4% in Q2 2026, selling an estimated $147K and leaving 343,476 shares worth $10.7M. The position accounts for 0.04% of the portfolio, ranked #368.

&Partners first reported a position in SMCO in Q4 2024 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold SMCO as of Q2 2026.

  • &Partners held 343,476 shares of Hilton Small-MidCap Opportunity ETF worth $10.7M as of Q2 2026.
  • &Partners sold 4,980 Hilton Small-MidCap Opportunity ETF shares in Q2 2026, an estimated $147K.
  • Hilton Small-MidCap Opportunity ETF made up 0.04% of &Partners's portfolio in Q2 2026, its #368 holding.
  • &Partners first reported a position in Hilton Small-MidCap Opportunity ETF in Q4 2024 and has held it in 7 quarters since.
  • 21 funds tracked by Wall St. Rank held Hilton Small-MidCap Opportunity ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.