Family Capital Trust’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Family Capital Trust’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	$16.3K	Hold	633	–	–	0.01%	77
2026 Q1	$16.3K	Buy	633 +20	+3%	+$521	0.01%	80
2025 Q4	$16K	Hold	613	–	–	0.01%	77
2025 Q3	$16K	Buy	613 +60	+11%	+$1.56K	0.01%	81
2025 Q2	$14.3K	Sell	553 -23	-4%	-$589	﹤0.01%	55
2025 Q1	$14.9K	Buy	+576	New	+$14.8K	0.01%	55

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

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

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

GFP

Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

GCM

Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return

Family Capital Trust's SMTH Position: Q2 2026 in Review

Family Capital Trust held its ALPS Smith Core Plus Bond ETF (SMTH) position steady in Q2 2026 at 633 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #77.

Family Capital Trust first reported a position in SMTH in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.3K in Q1 2026. 35 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

Family Capital Trust held 633 shares of ALPS Smith Core Plus Bond ETF worth $16.3K as of Q2 2026.
Family Capital Trust left its ALPS Smith Core Plus Bond ETF share count unchanged in Q2 2026.
ALPS Smith Core Plus Bond ETF made up 0.01% of Family Capital Trust's portfolio in Q2 2026, its #77 holding.
Family Capital Trust first reported a position in ALPS Smith Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
Family Capital Trust's ALPS Smith Core Plus Bond ETF position peaked at $16.3K in Q1 2026.
35 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.