CCWP
SMTH icon

Cedar Cove Wealth Partners’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Cedar Cove Wealth 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 		$7.32M Buy
284,270
+65,952
+30% +$1.7M 3.44% 6
2026
Q1 		$5.62M Buy
218,318
+13,817
+7% +$360K 2.95% 5
2025
Q4 		$5.33M Buy
+204,501
New +$5.36M 2.79% 9

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
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
TC
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HW
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

Cedar Cove Wealth Partners's SMTH Position: Q2 2026 in Review

Cedar Cove Wealth Partners increased its ALPS Smith Core Plus Bond ETF (SMTH) stake by 30% in Q2 2026, buying an estimated $1.7M and bringing the position to 284,270 shares worth $7.32M. The position accounts for 3.44% of the portfolio, ranked #6.

Cedar Cove Wealth Partners first reported a position in SMTH in Q4 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

  • Cedar Cove Wealth Partners held 284,270 shares of ALPS Smith Core Plus Bond ETF worth $7.32M as of Q2 2026.
  • Cedar Cove Wealth Partners bought 65,952 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $1.7M.
  • ALPS Smith Core Plus Bond ETF made up 3.44% of Cedar Cove Wealth Partners's portfolio in Q2 2026, its #6 holding.
  • Cedar Cove Wealth Partners first reported a position in ALPS Smith Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.