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Main Street Financial Solutions’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Main Street Financial Solutions’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
2025
Q4 		– Sell
-77,618
Closed -$2.03M – 634
2025
Q3 		$2.03M Buy
77,618
+4,534
+6% +$118K 0.13% 143
2025
Q2 		$1.89M Buy
+73,084
New +$1.87M 0.14% 144

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 $1.74B AUM 34.09% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Main Street Financial Solutions's SMTH Position: Q4 2025 in Review

Main Street Financial Solutions sold out of ALPS Smith Core Plus Bond ETF (SMTH) in Q4 2025, closing a stake of 77,618 shares — an estimated $2.03M sold.

Main Street Financial Solutions first reported a position in SMTH in Q2 2025 and held it in 2 quarters. The position peaked at $2.03M in Q3 2025. 79 funds tracked by Wall St. Rank hold SMTH as of Q4 2025.

  • Main Street Financial Solutions reported no remaining ALPS Smith Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Main Street Financial Solutions sold 77,618 ALPS Smith Core Plus Bond ETF shares in Q4 2025, an estimated $2.03M.
  • Main Street Financial Solutions first reported a position in ALPS Smith Core Plus Bond ETF in Q2 2025 and held it in 2 quarters.
  • Main Street Financial Solutions's ALPS Smith Core Plus Bond ETF position peaked at $2.03M in Q3 2025.
  • 79 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.