JY
SMTH icon

Jeff Yass’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Jeff Yass’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 		$207K Buy
+8,048
New +$207K ﹤0.01% 11870
2026
Q1 		– Sell
-20,120
Closed -$525K – 14031
2025
Q4 		$525K Buy
+20,120
New +$527K ﹤0.01% 8676

Other funds holding SMTH

Wealth Enhancement Advisory Services
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
TC
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HW
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

Jeff Yass's SMTH Position: Q2 2026 in Review

Jeff Yass opened a new position in ALPS Smith Core Plus Bond ETF (SMTH) in Q2 2026: 8,048 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #11870 among its holdings. This is a return to the name: Jeff Yass previously reported a position in SMTH as recently as Q4 2025.

Jeff Yass first reported a position in SMTH in Q4 2025 and has held it in 2 quarters since. The position peaked at $525K in Q4 2025. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

  • Jeff Yass held 8,048 shares of ALPS Smith Core Plus Bond ETF worth $207K as of Q2 2026.
  • ALPS Smith Core Plus Bond ETF was a new Jeff Yass position in Q2 2026.
  • ALPS Smith Core Plus Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11870 holding.
  • Jeff Yass first reported a position in ALPS Smith Core Plus Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Jeff Yass's ALPS Smith Core Plus Bond ETF position peaked at $525K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.