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Burford Brothers’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Burford Brothers’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
2024
Q4 		– Sell
-11,890
Closed -$314K – 167
2024
Q3 		$314K Sell
11,890
-300
-2% -$7.83K 0.16% 122
2024
Q2 		$310K Sell
12,190
-10,886
-47% -$277K 0.18% 118
2024
Q1 		$592K Buy
+23,076
New +$593K 0.39% 74

Other funds holding SMTH

Wealth Enhancement Advisory Services
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
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return

Burford Brothers's SMTH Position: Q4 2024 in Review

Burford Brothers sold out of ALPS Smith Core Plus Bond ETF (SMTH) in Q4 2024, closing a stake of 11,890 shares — an estimated $314K sold.

Burford Brothers first reported a position in SMTH in Q1 2024 and held it in 3 quarters. The position peaked at $592K in Q1 2024. 48 funds tracked by Wall St. Rank hold SMTH as of Q4 2024.

  • Burford Brothers reported no remaining ALPS Smith Core Plus Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Burford Brothers sold 11,890 ALPS Smith Core Plus Bond ETF shares in Q4 2024, an estimated $314K.
  • Burford Brothers first reported a position in ALPS Smith Core Plus Bond ETF in Q1 2024 and held it in 3 quarters.
  • Burford Brothers's ALPS Smith Core Plus Bond ETF position peaked at $592K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q4 2024.

Based on Burford Brothers's 13F filing for Q4 2024, filed 24 Jan 2025.