Crestwood Advisors Group’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Crestwood Advisors Group’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	$2.76M	Buy	107,036 +15,875	+17%	+$409K	0.04%	205
2026 Q1	$2.35M	Buy	91,161 +14,086	+18%	+$367K	0.04%	215
2025 Q4	$2.01M	Buy	77,075 +28,643	+59%	+$750K	0.03%	217
2025 Q3	$1.27M	Buy	48,432 +36,047	+291%	+$935K	0.02%	264
2025 Q2	$320K	Buy	+12,385	New	+$317K	0.01%	430

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

Crestwood Advisors Group's SMTH Position: Q2 2026 in Review

Crestwood Advisors Group increased its ALPS Smith Core Plus Bond ETF (SMTH) stake by 17% in Q2 2026, buying an estimated $409K and bringing the position to 107,036 shares worth $2.76M. The position accounts for 0.04% of the portfolio, ranked #205.

Crestwood Advisors Group first reported a position in SMTH in Q2 2025 and has held it in 5 quarters since. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

Crestwood Advisors Group held 107,036 shares of ALPS Smith Core Plus Bond ETF worth $2.76M as of Q2 2026.
Crestwood Advisors Group bought 15,875 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $409K.
ALPS Smith Core Plus Bond ETF made up 0.04% of Crestwood Advisors Group's portfolio in Q2 2026, its #205 holding.
Crestwood Advisors Group first reported a position in ALPS Smith Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.