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Steward Partners Investment Advisory’s Hilton Small-MidCap Opportunity ETF SMCO Stock Holding History

Steward Partners Investment Advisory’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 		$611K Buy
+19,717
New +$582K ﹤0.01% 1591

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
P
&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
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

Steward Partners Investment Advisory's SMCO Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Hilton Small-MidCap Opportunity ETF (SMCO) in Q2 2026: 19,717 shares worth $611K. The stake represents ﹤0.01% of the portfolio and ranks #1591 among its holdings.

21 funds tracked by Wall St. Rank hold SMCO as of Q2 2026.

  • Steward Partners Investment Advisory held 19,717 shares of Hilton Small-MidCap Opportunity ETF worth $611K as of Q2 2026.
  • Hilton Small-MidCap Opportunity ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • Hilton Small-MidCap Opportunity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1591 holding.
  • 21 funds tracked by Wall St. Rank held Hilton Small-MidCap Opportunity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.