FWL Investment Management’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

FWL Investment Management’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	$4.59K	Hold	178	–	–	﹤0.01%	362
2026 Q1	$4.6K	Hold	178	–	–	﹤0.01%	297
2025 Q4	$4.65K	Hold	178	–	–	﹤0.01%	316
2025 Q3	$4.67K	Hold	178	–	–	﹤0.01%	290
2025 Q2	$4.61K	Hold	178	–	–	﹤0.01%	266
2025 Q1	$4.62K	Hold	178	–	–	﹤0.01%	252
2024 Q4	$4.55K	Hold	178	–	–	﹤0.01%	272
2024 Q3	$4.72K	Buy	+178	New	+$4.65K	﹤0.01%	260

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

FWL Investment Management's SMTH Position: Q2 2026 in Review

FWL Investment Management held its ALPS Smith Core Plus Bond ETF (SMTH) position steady in Q2 2026 at 178 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

FWL Investment Management first reported a position in SMTH in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.72K in Q3 2024. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

FWL Investment Management held 178 shares of ALPS Smith Core Plus Bond ETF worth $4.59K as of Q2 2026.
FWL Investment Management 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 FWL Investment Management's portfolio in Q2 2026, its #362 holding.
FWL Investment Management first reported a position in ALPS Smith Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
FWL Investment Management's ALPS Smith Core Plus Bond ETF position peaked at $4.72K in Q3 2024.
84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.