Appleton Partners’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Appleton Partners’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	$257K	Buy	+10,000	New	+$258K	0.02%	257

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

Appleton Partners's SMTH Position: Q2 2026 in Review

Appleton Partners opened a new position in ALPS Smith Core Plus Bond ETF (SMTH) in Q2 2026: 10,000 shares worth $257K. The stake represents 0.02% of the portfolio and ranks #257 among its holdings.

84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

Appleton Partners held 10,000 shares of ALPS Smith Core Plus Bond ETF worth $257K as of Q2 2026.
ALPS Smith Core Plus Bond ETF was a new Appleton Partners position in Q2 2026.
ALPS Smith Core Plus Bond ETF made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #257 holding.
84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.