AE Wealth Management’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

AE Wealth Management’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
2026 Q2	$16.2K	Sell	630 -1	-0.2%	-$26	﹤0.01%	2295
2026 Q1	$16.3K	Hold	631	–	–	﹤0.01%	2188
2025 Q4	$16.4K	Buy	631 +1	+0.2%	+$26	﹤0.01%	2066
2025 Q3	$16.5K	Hold	630	–	–	﹤0.01%	1928
2025 Q2	$16.3K	Buy	+630	New	+$16.1K	﹤0.01%	1804

Other funds holding SMTH

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

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

Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

AE Wealth Management's SMTH Position: Q2 2026 in Review

AE Wealth Management reduced its ALPS Smith Core Plus Bond ETF (SMTH) stake by 0.16% in Q2 2026, selling an estimated $26 and leaving 630 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

AE Wealth Management first reported a position in SMTH in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.5K in Q3 2025. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

AE Wealth Management held 630 shares of ALPS Smith Core Plus Bond ETF worth $16.2K as of Q2 2026.
AE Wealth Management sold 1 ALPS Smith Core Plus Bond ETF share in Q2 2026, an estimated $26.
ALPS Smith Core Plus Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2295 holding.
AE Wealth Management first reported a position in ALPS Smith Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
AE Wealth Management's ALPS Smith Core Plus Bond ETF position peaked at $16.5K in Q3 2025.
84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.