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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$901K Buy
34,873
+1,438
+4% +$37.2K 0.21% 97
2025
Q1
$865K Hold
33,435
0.21% 99
2024
Q4
$853K Buy
+33,435
New +$853K 0.21% 97