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

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

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

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

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

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return

Tenzing Financial Williamsburg, Virginia $146M AUM

Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

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.

17 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.
17 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.