Crumly & Associates Inc. SMCO — TIDAL TR II

Ownership history in Crumly & Associates Inc.  ·  7 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported TIDAL TR II (SMCO) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 2.95% in 2025 Q3. The latest visible filing shows SMCO at 2.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in TIDAL TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SMCO was reported at 2.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.95% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SMCO stock page Crumly & Associates Inc. fund profile Crumly & Associates Inc. full holdings
How Crumly & Associates Inc. held SMCO — position size vs. price
% of Fund (quarterly)    SMCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 449,785 -56,339 -11.1% 2.57% $12.2M 2026-05-15 (Est.) $29.19
2025 Q4 ADDED — — — 506,124 +5,359 +1.1% 2.85% $13.6M 2026-01-14 $28.34
2025 Q3 ADDED — — — 500,765 +58,031 +13.1% 2.95% $13.5M 2025-11-03 $26.63
2025 Q2 ADDED — — — 442,734 +33,673 +8.2% 2.77% $11.4M 2025-07-02 $25.66
2025 Q1 ADDED — — — 409,061 +204,492 +100.0% 2.66% $9.6M 2025-04-22 $22.11
2024 Q4 ADDED — — — 204,569 +23,338 +12.9% 1.42% $5.2M 2025-02-03 $25.94
2024 Q3 INITIATED — — — 181,231 — — 1.25% $4.5M 2024-11-01 $24.40

🏢 Other funds also holding SMCO

As of 2026 Q1 — sorted by position size

Hilton Capital Management, LLC 3Y 7Y 0.47% Visionary Wealth Advisors 3Y 0.17% FULTON BANK, N.A. 3Y 7Y 0.14% PIER 88 INVESTMENT PARTNERS LLC 3Y 7Y 0.12% Snowden Capital Advisors LLC 3Y 0.09% &PARTNERS 3Y 7Y 0.05% GTS SECURITIES LLC 0.03% BENJAMIN EDWARDS INC 3Y 7Y 0.01% Janney Montgomery Scott LLC 3Y 7Y 0.01% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0%

FAQ About Crumly & Associates Inc. and SMCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crumly & Associates Inc. reported owning SMCO?

Crumly & Associates Inc. reported SMCO across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SMCO position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for SMCO was 2.95% in 2025 Q3.

What is the latest reported SMCO position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 449,785 shares, equal to 2.57% of portfolio, with an estimated market value of $12.2M.

What does the chart on this SMCO ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly SMCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Crumly & Associates Inc. time their SMCO position?

Based on 13F filing dates vs. subsequent SMCO price moves, Crumly & Associates Inc. correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on SMCO relative to SPY over the holding period was -6.1%.

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