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 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 22.94% 1-Year Est. Return

&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

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

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Visionary Wealth Advisors's SMCO Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Hilton Small-MidCap Opportunity ETF (SMCO) stake by 1.8% in Q1 2026, buying an estimated $71.3K and bringing the position to 140,002 shares worth $3.81M. The position accounts for 0.17% of the portfolio, ranked #138.

Visionary Wealth Advisors first reported a position in SMCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.99M in Q3 2025. 18 funds tracked by Wall St. Rank hold SMCO as of Q1 2026.

Visionary Wealth Advisors held 140,002 shares of Hilton Small-MidCap Opportunity ETF worth $3.81M as of Q1 2026.
Visionary Wealth Advisors bought 2,531 Hilton Small-MidCap Opportunity ETF shares in Q1 2026, an estimated $71.3K.
Hilton Small-MidCap Opportunity ETF made up 0.17% of Visionary Wealth Advisors's portfolio in Q1 2026, its #138 holding.
Visionary Wealth Advisors first reported a position in Hilton Small-MidCap Opportunity ETF in Q4 2023 and has held it in 10 quarters since.
Visionary Wealth Advisors's Hilton Small-MidCap Opportunity ETF position peaked at $3.99M in Q3 2025.
18 funds tracked by Wall St. Rank held Hilton Small-MidCap Opportunity ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.