Carson Wealth (CWM LLC)
SMTH icon

Carson Wealth (CWM LLC)’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q4 		– Sell
-6,152
Closed -$161K – 5615
2025
Q3 		$161K Buy
+6,152
New +$160K ﹤0.01% 2611

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Carson Wealth (CWM LLC)'s SMTH Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of ALPS Smith Core Plus Bond ETF (SMTH) in Q4 2025, closing a stake of 6,152 shares — an estimated $161K sold.

Carson Wealth (CWM LLC) first reported a position in SMTH in Q3 2025 and held it in 1 quarter. The position peaked at $161K in Q3 2025. 79 funds tracked by Wall St. Rank hold SMTH as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining ALPS Smith Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 6,152 ALPS Smith Core Plus Bond ETF shares in Q4 2025, an estimated $161K.
  • Carson Wealth (CWM LLC) first reported a position in ALPS Smith Core Plus Bond ETF in Q3 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s ALPS Smith Core Plus Bond ETF position peaked at $161K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.