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 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

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

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

Meridian Wealth Management Lexington, Kentucky $2.82B AUM 31.23% 1-Year Est. Return