UBS Group
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UBS Group’s Hilton Small-MidCap Opportunity ETF SMCO Stock Holding History

UBS Group’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 		$2.63M Buy
+96,835
New +$2.73M ﹤0.01% 4714
2025
Q4 		– Sell
-5
Closed -$135 – 11101
2025
Q3 		$135 Hold
5
– – ﹤0.01% 9875
2025
Q2 		$128 Sell
5
-1,145
-100% -$27.4K ﹤0.01% 9979
2025
Q1 		$27.1K Buy
+1,150
New +$29.2K ﹤0.01% 8021
2024
Q1 		– Sell
-100
Closed -$2.17K – 9964
2023
Q4 		$2.17K Buy
+100
New +$2.11K ﹤0.01% 8148

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's SMCO Position: Q1 2026 in Review

UBS Group opened a new position in Hilton Small-MidCap Opportunity ETF (SMCO) in Q1 2026: 96,835 shares worth $2.63M. The stake represents ﹤0.01% of the portfolio and ranks #4714 among its holdings. This is a return to the name: UBS Group previously reported a position in SMCO as recently as Q3 2025.

UBS Group first reported a position in SMCO in Q4 2023 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold SMCO as of Q1 2026.

  • UBS Group held 96,835 shares of Hilton Small-MidCap Opportunity ETF worth $2.63M as of Q1 2026.
  • Hilton Small-MidCap Opportunity ETF was a new UBS Group position in Q1 2026.
  • Hilton Small-MidCap Opportunity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4714 holding.
  • UBS Group first reported a position in Hilton Small-MidCap Opportunity ETF in Q4 2023 and has held it in 5 quarters since.
  • 18 funds tracked by Wall St. Rank held Hilton Small-MidCap Opportunity ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.