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

Apollon 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	$662K	Sell	25,700 -1,020	-4%	-$26.3K	0.01%	895
2026 Q1	$688K	Sell	26,720 -77	-0.3%	-$2.01K	0.01%	737
2025 Q4	$699K	Sell	26,797 -34	-0.1%	-$891	0.01%	710
2025 Q3	$702K	Sell	26,831 -22	-0.1%	-$571	0.01%	706
2025 Q2	$694K	Sell	26,853 -48	-0.2%	-$1.23K	0.01%	676
2025 Q1	$696K	Buy	26,901 +78	+0.3%	+$2K	0.02%	615
2024 Q4	$685K	Sell	26,823 -528	-2%	-$13.7K	0.02%	630
2024 Q3	$723K	Buy	+27,351	New	+$714K	0.02%	585

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

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

Apollon Wealth Management reduced its ALPS Smith Core Plus Bond ETF (SMTH) stake by 3.8% in Q2 2026, selling an estimated $26.3K and leaving 25,700 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #895.

Apollon Wealth Management first reported a position in SMTH in Q3 2024 and has held it in 8 quarters since. The position peaked at $723K in Q3 2024. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

Apollon Wealth Management held 25,700 shares of ALPS Smith Core Plus Bond ETF worth $662K as of Q2 2026.
Apollon Wealth Management sold 1,020 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $26.3K.
ALPS Smith Core Plus Bond ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #895 holding.
Apollon Wealth Management first reported a position in ALPS Smith Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
Apollon Wealth Management's ALPS Smith Core Plus Bond ETF position peaked at $723K in Q3 2024.
84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.