Visionary Wealth Advisors’s Hilton Small-MidCap Opportunity ETF SMCO Stock Holding History

Visionary Wealth Advisors’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	$4.32M	Sell	139,304 -698	-0.5%	-$20.6K	0.17%	137
2026 Q1	$3.81M	Buy	140,002 +2,531	+2%	+$71.3K	0.17%	138
2025 Q4	$3.68M	Sell	137,471 -10,516	-7%	-$284K	0.17%	137
2025 Q3	$3.99M	Buy	147,987 +1,757	+1%	+$46.5K	0.19%	122
2025 Q2	$3.75M	Sell	146,230 -1,454	-1%	-$34.8K	0.19%	124
2025 Q1	$3.48M	Buy	147,684 +112	+0.1%	+$2.85K	0.21%	125
2024 Q4	$3.75M	Buy	147,572 +8,543	+6%	+$221K	0.22%	113
2024 Q3	$3.46M	Sell	139,029 -12,852	-8%	-$309K	0.21%	115
2024 Q2	$3.6M	Buy	151,881 +29,981	+25%	+$698K	0.24%	109
2024 Q1	$2.94M	Buy	121,900 +50,383	+70%	+$1.13M	0.2%	131
2023 Q4	$1.55M	Buy	+71,517	New	+$1.51M	0.11%	183

Other funds holding SMCO

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

&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

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Visionary Wealth Advisors's SMCO Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Hilton Small-MidCap Opportunity ETF (SMCO) stake by 0.5% in Q2 2026, selling an estimated $20.6K and leaving 139,304 shares worth $4.32M. The position accounts for 0.17% of the portfolio, ranked #137.

Visionary Wealth Advisors first reported a position in SMCO in Q4 2023 and has held it in 11 quarters since. 21 funds tracked by Wall St. Rank hold SMCO as of Q2 2026.

Visionary Wealth Advisors held 139,304 shares of Hilton Small-MidCap Opportunity ETF worth $4.32M as of Q2 2026.
Visionary Wealth Advisors sold 698 Hilton Small-MidCap Opportunity ETF shares in Q2 2026, an estimated $20.6K.
Hilton Small-MidCap Opportunity ETF made up 0.17% of Visionary Wealth Advisors's portfolio in Q2 2026, its #137 holding.
Visionary Wealth Advisors first reported a position in Hilton Small-MidCap Opportunity ETF in Q4 2023 and has held it in 11 quarters since.
21 funds tracked by Wall St. Rank held Hilton Small-MidCap Opportunity ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.