Cliff Asness’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Cliff Asness’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	$546K	Buy	21,198 +3,184	+18%	+$82K	﹤0.01%	3353
2026 Q1	$464K	Buy	18,014 +10,340	+135%	+$269K	﹤0.01%	3163
2025 Q4	$200K	Sell	7,674 -5,961	-44%	-$156K	﹤0.01%	3365
2025 Q3	$357K	Buy	+13,635	New	+$354K	﹤0.01%	2993

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

Cliff Asness's SMTH Position: Q2 2026 in Review

Cliff Asness increased its ALPS Smith Core Plus Bond ETF (SMTH) stake by 18% in Q2 2026, buying an estimated $82K and bringing the position to 21,198 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #3353.

Cliff Asness first reported a position in SMTH in Q3 2025 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

Cliff Asness held 21,198 shares of ALPS Smith Core Plus Bond ETF worth $546K as of Q2 2026.
Cliff Asness bought 3,184 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $82K.
ALPS Smith Core Plus Bond ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3353 holding.
Cliff Asness first reported a position in ALPS Smith Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.