First Foundation Advisors’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

First Foundation Advisors’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	$2.69M	Sell	104,582 -10,010	-9%	-$258K	0.1%	128
2026 Q1	$2.95M	Sell	114,592 -2,733	-2%	-$71.2K	0.12%	117
2025 Q4	$3.06M	Sell	117,325 -45,978	-28%	-$1.2M	0.12%	112
2025 Q3	$4.27M	Buy	163,303 +93,121	+133%	+$2.42M	0.16%	95
2025 Q2	$1.81M	Sell	70,182 -3,313	-5%	-$84.9K	0.07%	145
2025 Q1	$1.9M	Buy	73,495 +48,474	+194%	+$1.24M	0.08%	128
2024 Q4	$639K	Buy	+25,021	New	+$648K	0.02%	210

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

First Foundation Advisors's SMTH Position: Q2 2026 in Review

First Foundation Advisors reduced its ALPS Smith Core Plus Bond ETF (SMTH) stake by 8.7% in Q2 2026, selling an estimated $258K and leaving 104,582 shares worth $2.69M. The position accounts for 0.1% of the portfolio, ranked #128.

First Foundation Advisors first reported a position in SMTH in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.27M in Q3 2025. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

First Foundation Advisors held 104,582 shares of ALPS Smith Core Plus Bond ETF worth $2.69M as of Q2 2026.
First Foundation Advisors sold 10,010 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $258K.
ALPS Smith Core Plus Bond ETF made up 0.1% of First Foundation Advisors's portfolio in Q2 2026, its #128 holding.
First Foundation Advisors first reported a position in ALPS Smith Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
First Foundation Advisors's ALPS Smith Core Plus Bond ETF position peaked at $4.27M in Q3 2025.
84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.