Pier 88 Investment Partners’s Hilton Small-MidCap Opportunity ETF SMCO Stock Holding History

Pier 88 Investment 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	$598K	Buy	19,300 +1,800	+10%	+$53.1K	0.14%	51
2026 Q1	$476K	Hold	17,500	–	–	0.12%	75
2025 Q4	$469K	Buy	17,500 +4,400	+34%	+$119K	0.1%	90
2025 Q3	$353K	Buy	13,100 +8,500	+185%	+$225K	0.07%	104
2025 Q2	$118K	Buy	+4,600	New	+$110K	0.02%	99
2025 Q1	–	Sell	-20,600	Closed	-$524K	–	110
2024 Q4	$524K	Hold	20,600	–	–	0.1%	74
2024 Q3	$513K	Buy	+20,600	New	+$495K	0.11%	70

Other funds holding SMCO

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pier 88 Investment Partners's SMCO Position: Q2 2026 in Review

Pier 88 Investment Partners increased its Hilton Small-MidCap Opportunity ETF (SMCO) stake by 10% in Q2 2026, buying an estimated $53.1K and bringing the position to 19,300 shares worth $598K. The position accounts for 0.14% of the portfolio, ranked #51.

Pier 88 Investment Partners first reported a position in SMCO in Q3 2024 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold SMCO as of Q2 2026.

Pier 88 Investment Partners held 19,300 shares of Hilton Small-MidCap Opportunity ETF worth $598K as of Q2 2026.
Pier 88 Investment Partners bought 1,800 Hilton Small-MidCap Opportunity ETF shares in Q2 2026, an estimated $53.1K.
Hilton Small-MidCap Opportunity ETF made up 0.14% of Pier 88 Investment Partners's portfolio in Q2 2026, its #51 holding.
Pier 88 Investment Partners first reported a position in Hilton Small-MidCap Opportunity ETF in Q3 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 Pier 88 Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.