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 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 $1.47B AUM 19.38% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Ethos Financial Group's SMTH Position: Q1 2026 in Review

Ethos Financial Group increased its ALPS Smith Core Plus Bond ETF (SMTH) stake by 9.2% in Q1 2026, buying an estimated $654K and bringing the position to 298,441 shares worth $7.66M. The position accounts for 0.56% of the portfolio, ranked #46.

Ethos Financial Group first reported a position in SMTH in Q1 2025 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold SMTH as of Q1 2026.

Ethos Financial Group held 298,441 shares of ALPS Smith Core Plus Bond ETF worth $7.66M as of Q1 2026.
Ethos Financial Group bought 25,114 ALPS Smith Core Plus Bond ETF shares in Q1 2026, an estimated $654K.
ALPS Smith Core Plus Bond ETF made up 0.56% of Ethos Financial Group's portfolio in Q1 2026, its #46 holding.
Ethos Financial Group first reported a position in ALPS Smith Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
82 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.