LWA
Lineweaver Wealth Advisors’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.3M | Buy |
1,132,470
+121,551
| +12% | +$3.14M | 4.63% | 4 |
|
|
2025
Q1 | $26.2M | Buy |
1,010,919
+417,604
| +70% | +$10.8M | 4.46% | 4 |
|
|
2024
Q4 | $15.2M | Buy |
593,315
+14,483
| +3% | +$370K | 2.8% | 7 |
|
|
2024
Q3 | $15.3M | Buy |
578,832
+44,597
| +8% | +$1.18M | 2.91% | 7 |
|
|
2024
Q2 | $13.6M | Buy |
+534,235
| New | +$13.6M | 2.82% | 7 |
|