Daymark Wealth Partners’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Daymark Wealth Partners’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 Q3	$1.65M	Buy	+67,210	New	+$1.7M	0.04%	281

Other funds holding SMTH

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.4B AUM 14.23% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return

Daymark Wealth Partners's SMTH Position: Q3 2026 in Review

Daymark Wealth Partners opened a new position in ALPS Smith Core Plus Bond ETF (SMTH) in Q3 2026: 67,210 shares worth $1.65M. The stake represents 0.04% of the portfolio and ranks #281 among its holdings.

78 funds tracked by Wall St. Rank hold SMTH as of Q3 2026.

Daymark Wealth Partners held 67,210 shares of ALPS Smith Core Plus Bond ETF worth $1.65M as of Q3 2026.
ALPS Smith Core Plus Bond ETF was a new Daymark Wealth Partners position in Q3 2026.
ALPS Smith Core Plus Bond ETF made up 0.04% of Daymark Wealth Partners's portfolio in Q3 2026, its #281 holding.
78 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.