Ethos Financial Group’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Ethos Financial 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	$10.9M	Buy	424,943 +126,502	+42%	+$3.26M	0.73%	32
2026 Q1	$7.66M	Buy	298,441 +25,114	+9%	+$654K	0.56%	46
2025 Q4	$7.13M	Buy	273,327 +11,612	+4%	+$304K	0.53%	51
2025 Q3	$6.85M	Buy	261,715 +29,763	+13%	+$772K	0.54%	53
2025 Q2	$6M	Buy	231,952 +20,232	+10%	+$518K	0.52%	52
2025 Q1	$5.48M	Buy	+211,720	New	+$5.44M	0.52%	49

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

Ethos Financial Group's SMTH Position: Q2 2026 in Review

Ethos Financial Group increased its ALPS Smith Core Plus Bond ETF (SMTH) stake by 42% in Q2 2026, buying an estimated $3.26M and bringing the position to 424,943 shares worth $10.9M. The position accounts for 0.73% of the portfolio, ranked #32.

Ethos Financial Group first reported a position in SMTH in Q1 2025 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

Ethos Financial Group held 424,943 shares of ALPS Smith Core Plus Bond ETF worth $10.9M as of Q2 2026.
Ethos Financial Group bought 126,502 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $3.26M.
ALPS Smith Core Plus Bond ETF made up 0.73% of Ethos Financial Group's portfolio in Q2 2026, its #32 holding.
Ethos Financial Group first reported a position in ALPS Smith Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.