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Concurrent Investment Advisors’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Concurrent Investment 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 		$625K Buy
24,278
+9,091
+60% +$234K 0.01% 1279
2026
Q1 		$391K Buy
15,187
+3,576
+31% +$93.2K ﹤0.01% 1341
2025
Q4 		$303K Buy
+11,611
New +$304K ﹤0.01% 1391

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

Concurrent Investment Advisors's SMTH Position: Q2 2026 in Review

Concurrent Investment Advisors increased its ALPS Smith Core Plus Bond ETF (SMTH) stake by 60% in Q2 2026, buying an estimated $234K and bringing the position to 24,278 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #1279.

Concurrent Investment Advisors 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.

  • Concurrent Investment Advisors held 24,278 shares of ALPS Smith Core Plus Bond ETF worth $625K as of Q2 2026.
  • Concurrent Investment Advisors bought 9,091 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $234K.
  • ALPS Smith Core Plus Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1279 holding.
  • Concurrent Investment Advisors 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.