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Boyer Financial Services’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Boyer Financial Services’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 		– Sell
-39,699
Closed -$1.02M – 59
2026
Q1 		$1.02M Sell
39,699
-17,907
-31% -$467K 1.08% 20
2025
Q4 		$1.5M Buy
+57,606
New +$1.51M 1.59% 18

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LWA
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MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
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Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

Boyer Financial Services's SMTH Position: Q2 2026 in Review

Boyer Financial Services sold out of ALPS Smith Core Plus Bond ETF (SMTH) in Q2 2026, closing a stake of 39,699 shares — an estimated $1.02M sold.

Boyer Financial Services first reported a position in SMTH in Q4 2025 and held it in 2 quarters. The position peaked at $1.5M in Q4 2025. 44 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

  • Boyer Financial Services reported no remaining ALPS Smith Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Boyer Financial Services sold 39,699 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $1.02M.
  • Boyer Financial Services first reported a position in ALPS Smith Core Plus Bond ETF in Q4 2025 and held it in 2 quarters.
  • Boyer Financial Services's ALPS Smith Core Plus Bond ETF position peaked at $1.5M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.