Ken Griffin’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Ken Griffin’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	$2.44M	Sell	94,547 -53,595	-36%	-$1.4M	﹤0.01%	5676
2025 Q4	$3.86M	Sell	148,142 -32,518	-18%	-$852K	﹤0.01%	4727
2025 Q3	$4.73M	Buy	180,660 +127,367	+239%	+$3.3M	﹤0.01%	4457
2025 Q2	$1.38M	Buy	53,293 +4,419	+9%	+$113K	﹤0.01%	6439
2025 Q1	$1.27M	Buy	48,874 +12,591	+35%	+$323K	﹤0.01%	6431
2024 Q4	$926K	Sell	36,283 -27,674	-43%	-$716K	﹤0.01%	7197
2024 Q3	$1.69M	Buy	63,957 +44,550	+230%	+$1.16M	﹤0.01%	5845
2024 Q2	$494K	Buy	19,407 +8,830	+83%	+$224K	﹤0.01%	8074
2024 Q1	$271K	Buy	+10,577	New	+$272K	﹤0.01%	9689

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 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

MWM

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

Ken Griffin's SMTH Position: Q1 2026 in Review

Ken Griffin reduced its ALPS Smith Core Plus Bond ETF (SMTH) stake by 36% in Q1 2026, selling an estimated $1.4M and leaving 94,547 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #5676.

Ken Griffin first reported a position in SMTH in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.73M in Q3 2025. 82 funds tracked by Wall St. Rank hold SMTH as of Q1 2026.

Ken Griffin held 94,547 shares of ALPS Smith Core Plus Bond ETF worth $2.44M as of Q1 2026.
Ken Griffin sold 53,595 ALPS Smith Core Plus Bond ETF shares in Q1 2026, an estimated $1.4M.
ALPS Smith Core Plus Bond ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #5676 holding.
Ken Griffin first reported a position in ALPS Smith Core Plus Bond ETF in Q1 2024 and has held it in 9 quarters since.
Ken Griffin's ALPS Smith Core Plus Bond ETF position peaked at $4.73M in Q3 2025.
82 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.