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ABLE Financial Group’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

ABLE Financial Group’s Portfolio SMTH Stock Details SMTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,818
Closed -$280K – 219
2025
Q1 		$280K Buy
+10,818
New +$278K 0.08% 154

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LFAS
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Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

ABLE Financial Group's SMTH Position: Q2 2025 in Review

ABLE Financial Group sold out of ALPS Smith Core Plus Bond ETF (SMTH) in Q2 2025, closing a stake of 10,818 shares — an estimated $280K sold.

ABLE Financial Group first reported a position in SMTH in Q1 2025 and held it in 1 quarter. The position peaked at $280K in Q1 2025. 62 funds tracked by Wall St. Rank hold SMTH as of Q2 2025.

  • ABLE Financial Group reported no remaining ALPS Smith Core Plus Bond ETF position as of Q2 2025 after selling out during the quarter.
  • ABLE Financial Group sold 10,818 ALPS Smith Core Plus Bond ETF shares in Q2 2025, an estimated $280K.
  • ABLE Financial Group first reported a position in ALPS Smith Core Plus Bond ETF in Q1 2025 and held it in 1 quarter.
  • ABLE Financial Group's ALPS Smith Core Plus Bond ETF position peaked at $280K in Q1 2025.
  • 62 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2025.

Based on ABLE Financial Group's 13F filing for Q2 2025, filed 14 Jul 2025.