Coastal Bridge Advisors’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Coastal Bridge Advisors’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	$619K	Buy	24,048 +42	+0.2%	+$1.08K	0.04%	293
2026 Q1	$618K	Buy	24,006 +39	+0.2%	+$1.02K	0.04%	287
2025 Q4	$625K	Buy	23,967 +2,888	+14%	+$75.7K	0.05%	281
2025 Q3	$551K	Buy	21,079 +42	+0.2%	+$1.09K	0.04%	284
2025 Q2	$544K	Buy	21,037 +5,912	+39%	+$151K	0.04%	281
2025 Q1	$392K	Buy	15,125 +41	+0.3%	+$1.05K	0.04%	311
2024 Q4	$385K	Buy	+15,084	New	+$390K	0.1%	105

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

Coastal Bridge Advisors's SMTH Position: Q2 2026 in Review

Coastal Bridge Advisors increased its ALPS Smith Core Plus Bond ETF (SMTH) stake by 0.17% in Q2 2026, buying an estimated $1.08K and bringing the position to 24,048 shares worth $619K. The position accounts for 0.04% of the portfolio, ranked #293.

Coastal Bridge Advisors first reported a position in SMTH in Q4 2024 and has held it in 7 quarters since. The position peaked at $625K in Q4 2025. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

Coastal Bridge Advisors held 24,048 shares of ALPS Smith Core Plus Bond ETF worth $619K as of Q2 2026.
Coastal Bridge Advisors bought 42 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $1.08K.
ALPS Smith Core Plus Bond ETF made up 0.04% of Coastal Bridge Advisors's portfolio in Q2 2026, its #293 holding.
Coastal Bridge Advisors first reported a position in ALPS Smith Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
Coastal Bridge Advisors's ALPS Smith Core Plus Bond ETF position peaked at $625K in Q4 2025.
84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.