Guardian Financial Partners’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Guardian Financial Partners’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	$13.6M	Buy	529,672 +34,022	+7%	+$877K	5.31%	6
2026 Q1	$12.8M	Buy	495,650 +45,029	+10%	+$1.17M	5.39%	6
2025 Q4	$11.7M	Sell	450,621 -8,416	-2%	-$220K	4.95%	6
2025 Q3	$12M	Buy	459,037 +14,283	+3%	+$370K	5.07%	6
2025 Q2	$11.5M	Buy	444,754 +31,541	+8%	+$808K	5.16%	6
2025 Q1	$10.7M	Buy	413,213 +10,742	+3%	+$276K	5.12%	6
2024 Q4	$10.3M	Buy	402,471 +15,667	+4%	+$406K	6.1%	4
2024 Q3	$10.2M	Buy	386,804 +16,605	+4%	+$434K	6.39%	4
2024 Q2	$9.43M	Buy	370,199 +4,381	+1%	+$111K	6.25%	4
2024 Q1	$9.39M	Buy	+365,818	New	+$9.39M	6.44%	4

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

Guardian Financial Partners's SMTH Position: Q2 2026 in Review

Guardian Financial Partners increased its ALPS Smith Core Plus Bond ETF (SMTH) stake by 6.9% in Q2 2026, buying an estimated $877K and bringing the position to 529,672 shares worth $13.6M. The position accounts for 5.31% of the portfolio, ranked #6.

Guardian Financial Partners first reported a position in SMTH in Q1 2024 and has held it in 10 quarters since. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

Guardian Financial Partners held 529,672 shares of ALPS Smith Core Plus Bond ETF worth $13.6M as of Q2 2026.
Guardian Financial Partners bought 34,022 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $877K.
ALPS Smith Core Plus Bond ETF made up 5.31% of Guardian Financial Partners's portfolio in Q2 2026, its #6 holding.
Guardian Financial Partners first reported a position in ALPS Smith Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.