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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
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

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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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

Pier 88 Investment Partners's SMCO Position: Q1 2026 in Review

Pier 88 Investment Partners held its Hilton Small-MidCap Opportunity ETF (SMCO) position steady in Q1 2026 at 17,500 shares worth $476K. The position accounts for 0.12% of the portfolio, ranked #75.

Pier 88 Investment Partners first reported a position in SMCO in Q3 2024 and has held it in 6 quarters since. The position peaked at $524K in Q4 2024. 18 funds tracked by Wall St. Rank hold SMCO as of Q1 2026.

  • Pier 88 Investment Partners held 17,500 shares of Hilton Small-MidCap Opportunity ETF worth $476K as of Q1 2026.
  • Pier 88 Investment Partners left its Hilton Small-MidCap Opportunity ETF share count unchanged in Q1 2026.
  • Hilton Small-MidCap Opportunity ETF made up 0.12% of Pier 88 Investment Partners's portfolio in Q1 2026, its #75 holding.
  • Pier 88 Investment Partners first reported a position in Hilton Small-MidCap Opportunity ETF in Q3 2024 and has held it in 6 quarters since.
  • Pier 88 Investment Partners's Hilton Small-MidCap Opportunity ETF position peaked at $524K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Hilton Small-MidCap Opportunity ETF as of Q1 2026.

Based on Pier 88 Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.