Lineweaver Wealth Advisors’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Lineweaver Wealth Advisors’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	$40.7M	Buy	1,579,639 +113,865	+8%	+$2.93M	4.81%	3
2026 Q1	$37.8M	Buy	1,465,774 +81,871	+6%	+$2.13M	5.09%	3
2025 Q4	$36.1M	Buy	1,383,903 +60,425	+5%	+$1.58M	4.88%	3
2025 Q3	$34.6M	Buy	1,323,478 +191,008	+17%	+$4.95M	5.07%	3
2025 Q2	$29.3M	Buy	1,132,470 +121,551	+12%	+$3.11M	4.63%	4
2025 Q1	$26.2M	Buy	1,010,919 +417,604	+70%	+$10.7M	4.46%	4
2024 Q4	$15.2M	Buy	593,315 +14,483	+3%	+$375K	2.8%	7
2024 Q3	$15.3M	Buy	578,832 +44,597	+8%	+$1.16M	2.91%	7
2024 Q2	$13.6M	Buy	+534,235	New	+$13.6M	2.82%	7

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Lineweaver Wealth Advisors's SMTH Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its ALPS Smith Core Plus Bond ETF (SMTH) stake by 7.8% in Q2 2026, buying an estimated $2.93M and bringing the position to 1,579,639 shares worth $40.7M. The position accounts for 4.81% of the portfolio, ranked #3.

Lineweaver Wealth Advisors first reported a position in SMTH in Q2 2024 and has held it in 9 quarters since. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

Lineweaver Wealth Advisors held 1,579,639 shares of ALPS Smith Core Plus Bond ETF worth $40.7M as of Q2 2026.
Lineweaver Wealth Advisors bought 113,865 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $2.93M.
ALPS Smith Core Plus Bond ETF made up 4.81% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Lineweaver Wealth Advisors first reported a position in ALPS Smith Core Plus Bond ETF in Q2 2024 and has held it in 9 quarters since.
84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.