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Prospera Financial Services’s ScottsMiracle-Gro SMG Stock Holding History

Prospera Financial Services’s Portfolio SMG Stock Details SMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$206K Buy
+3,030
New +$188K ﹤0.01% 1388
2025
Q1 		– Sell
-3,427
Closed -$227K – 1228
2024
Q4 		$227K Buy
3,427
+134
+4% +$10.6K 0.01% 1036
2024
Q3 		$286K Sell
3,293
-25
-0.8% -$1.76K 0.01% 941
2024
Q2 		$216K Buy
+3,318
New +$227K 0.01% 1047
2023
Q2 		– Sell
-17,345
Closed -$1.21M – 1066
2023
Q1 		$1.21M Buy
+17,345
New +$1.25M 0.05% 370
2022
Q3 		– Sell
-2,800
Closed -$225K – 1473
2022
Q2 		$225K Sell
2,800
-419
-13% -$41.4K 0.01% 704
2022
Q1 		$400K Buy
3,219
+1,120
+53% +$157K 0.02% 656
2021
Q4 		$338K Buy
+2,099
New +$325K 0.01% 676
2021
Q2 		– Sell
-1,228
Closed -$301K – 819
2021
Q1 		$301K Sell
1,228
-454
-27% -$103K 0.02% 618
2020
Q4 		$335K Buy
1,682
+1,583
+1,599% +$271K 0.02% 506
2020
Q3 		$15K Sell
99
-7,260
-99% -$1.12M 0.01% 989
2020
Q2 		$990K Sell
7,359
-5,602
-43% -$723K 0.09% 233
2020
Q1 		$1.33M Buy
12,961
+2,110
+19% +$232K 0.14% 177
2019
Q4 		$1.15M Buy
+10,851
New +$1.11M 0.09% 236

Other funds holding SMG

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SSI
Scott & Selber Inc Houston, Texas $474M AUM 72.6% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Prospera Financial Services's SMG Position: Q2 2026 in Review

Prospera Financial Services opened a new position in ScottsMiracle-Gro (SMG) in Q2 2026: 3,030 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1388 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in SMG as recently as Q4 2024.

Prospera Financial Services first reported a position in SMG in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.33M in Q1 2020. 51 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

  • Prospera Financial Services held 3,030 shares of ScottsMiracle-Gro worth $206K as of Q2 2026.
  • ScottsMiracle-Gro was a new Prospera Financial Services position in Q2 2026.
  • ScottsMiracle-Gro made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1388 holding.
  • Prospera Financial Services first reported a position in ScottsMiracle-Gro in Q4 2019 and has held it in 14 quarters since.
  • Prospera Financial Services's ScottsMiracle-Gro position peaked at $1.33M in Q1 2020.
  • 51 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.