Commonwealth Equity Services
SMTH icon

Commonwealth Equity Services’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Commonwealth Equity Services’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 		$599K Sell
23,260
-1,285
-5% -$33.1K ﹤0.01% 3161
2026
Q1 		$632K Buy
24,545
+2,123
+9% +$55.3K ﹤0.01% 3005
2025
Q4 		$585K Buy
22,422
+1,582
+8% +$41.4K ﹤0.01% 3056
2025
Q3 		$545K Buy
20,840
+34
+0.2% +$882 ﹤0.01% 3108
2025
Q2 		$538K Buy
20,806
+149
+0.7% +$3.82K ﹤0.01% 3082
2025
Q1 		$535K Sell
20,657
-1,652
-7% -$42.4K ﹤0.01% 2974
2024
Q4 		$569K Sell
22,309
-8,725
-28% -$226K ﹤0.01% 2856
2024
Q3 		$821K Sell
31,034
-8,860
-22% -$231K ﹤0.01% 2494
2024
Q2 		$1.02M Buy
39,894
+2,566
+7% +$65.2K ﹤0.01% 2270
2024
Q1 		$958K Buy
37,328
+337
+0.9% +$8.65K ﹤0.01% 2278
2023
Q4 		$961K Buy
+36,991
New +$951K ﹤0.01% 2209

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

Commonwealth Equity Services's SMTH Position: Q2 2026 in Review

Commonwealth Equity Services reduced its ALPS Smith Core Plus Bond ETF (SMTH) stake by 5.2% in Q2 2026, selling an estimated $33.1K and leaving 23,260 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #3161.

Commonwealth Equity Services first reported a position in SMTH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q2 2024. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

  • Commonwealth Equity Services held 23,260 shares of ALPS Smith Core Plus Bond ETF worth $599K as of Q2 2026.
  • Commonwealth Equity Services sold 1,285 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $33.1K.
  • ALPS Smith Core Plus Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3161 holding.
  • Commonwealth Equity Services first reported a position in ALPS Smith Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Commonwealth Equity Services's ALPS Smith Core Plus Bond ETF position peaked at $1.02M in Q2 2024.
  • 84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.