Legacy Capital Wealth Partners’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Legacy Capital Wealth 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	$866K	Hold	33,627	–	–	0.17%	122
2026 Q1	$866K	Hold	33,627	–	–	0.18%	120
2025 Q4	$877K	Sell	33,627 -1,246	-4%	-$32.6K	0.19%	112
2025 Q3	$912K	Hold	34,873	–	–	0.2%	106
2025 Q2	$901K	Buy	34,873 +1,438	+4%	+$36.8K	0.21%	97
2025 Q1	$865K	Hold	33,435	–	–	0.21%	99
2024 Q4	$853K	Buy	+33,435	New	+$866K	0.21%	97

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

Legacy Capital Wealth Partners's SMTH Position: Q2 2026 in Review

Legacy Capital Wealth Partners held its ALPS Smith Core Plus Bond ETF (SMTH) position steady in Q2 2026 at 33,627 shares worth $866K. The position accounts for 0.17% of the portfolio, ranked #122.

Legacy Capital Wealth Partners first reported a position in SMTH in Q4 2024 and has held it in 7 quarters since. The position peaked at $912K in Q3 2025. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

Legacy Capital Wealth Partners held 33,627 shares of ALPS Smith Core Plus Bond ETF worth $866K as of Q2 2026.
Legacy Capital Wealth Partners left its ALPS Smith Core Plus Bond ETF share count unchanged in Q2 2026.
ALPS Smith Core Plus Bond ETF made up 0.17% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #122 holding.
Legacy Capital Wealth Partners first reported a position in ALPS Smith Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
Legacy Capital Wealth Partners's ALPS Smith Core Plus Bond ETF position peaked at $912K in Q3 2025.
84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.