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MAI Capital Management’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

MAI Capital Management’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 		$57.3K Sell
2,225
-1,025
-32% -$26.7K ﹤0.01% 2154
2025
Q4 		$84.7K Buy
3,250
+34
+1% +$891 ﹤0.01% 1732
2025
Q3 		$84.1K Buy
+3,216
New +$83.4K ﹤0.01% 1656

Other funds holding SMTH

Wealth Enhancement Advisory Services
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 $1.47B AUM 19.38% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TC
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
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

MAI Capital Management's SMTH Position: Q1 2026 in Review

MAI Capital Management reduced its ALPS Smith Core Plus Bond ETF (SMTH) stake by 32% in Q1 2026, selling an estimated $26.7K and leaving 2,225 shares worth $57.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

MAI Capital Management first reported a position in SMTH in Q3 2025 and has held it in 3 quarters since. The position peaked at $84.7K in Q4 2025. 82 funds tracked by Wall St. Rank hold SMTH as of Q1 2026.

  • MAI Capital Management held 2,225 shares of ALPS Smith Core Plus Bond ETF worth $57.3K as of Q1 2026.
  • MAI Capital Management sold 1,025 ALPS Smith Core Plus Bond ETF shares in Q1 2026, an estimated $26.7K.
  • ALPS Smith Core Plus Bond ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2154 holding.
  • MAI Capital Management first reported a position in ALPS Smith Core Plus Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • MAI Capital Management's ALPS Smith Core Plus Bond ETF position peaked at $84.7K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.