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

Arax Advisory 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	$513K	Buy	19,942 +42	+0.2%	+$1.08K	﹤0.01%	1621
2026 Q1	$513K	Buy	19,900 +1,522	+8%	+$39.7K	0.01%	634
2025 Q4	$479K	Buy	+18,378	New	+$481K	0.01%	603
2025 Q3	–	Sell	-8,920	Closed	-$231K	–	4195
2025 Q2	$231K	Sell	8,920 -104,699	-92%	-$2.68M	0.01%	604
2025 Q1	$2.94M	Buy	+113,619	New	+$2.92M	0.19%	87

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

Arax Advisory Partners's SMTH Position: Q2 2026 in Review

Arax Advisory Partners increased its ALPS Smith Core Plus Bond ETF (SMTH) stake by 0.21% in Q2 2026, buying an estimated $1.08K and bringing the position to 19,942 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Arax Advisory Partners first reported a position in SMTH in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.94M in Q1 2025. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

Arax Advisory Partners held 19,942 shares of ALPS Smith Core Plus Bond ETF worth $513K as of Q2 2026.
Arax Advisory Partners bought 42 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $1.08K.
ALPS Smith Core Plus Bond ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1621 holding.
Arax Advisory Partners first reported a position in ALPS Smith Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
Arax Advisory Partners's ALPS Smith Core Plus Bond ETF position peaked at $2.94M in Q1 2025.
84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.