Raymond James Financial
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Raymond James Financial’s Hilton Small-MidCap Opportunity ETF SMCO Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-1,300
Closed -$33.4K – 6490
2025
Q2 		$33.4K Buy
+1,300
New +$31.1K ﹤0.01% 5353

Other funds holding SMCO

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
P8IP
Pier 88 Investment Partners San Francisco, California $390M AUM 10.13% 1-Year Est. Return

Raymond James Financial's SMCO Position: Q3 2025 in Review

Raymond James Financial sold out of Hilton Small-MidCap Opportunity ETF (SMCO) in Q3 2025, closing a stake of 1,300 shares — an estimated $33.4K sold.

Raymond James Financial first reported a position in SMCO in Q2 2025 and held it in 1 quarter. The position peaked at $33.4K in Q2 2025. 13 funds tracked by Wall St. Rank hold SMCO as of Q3 2025.

  • Raymond James Financial reported no remaining Hilton Small-MidCap Opportunity ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,300 Hilton Small-MidCap Opportunity ETF shares in Q3 2025, an estimated $33.4K.
  • Raymond James Financial first reported a position in Hilton Small-MidCap Opportunity ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Hilton Small-MidCap Opportunity ETF position peaked at $33.4K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Hilton Small-MidCap Opportunity ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.