Meridian Wealth Management
SMTH icon

Meridian Wealth Management’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Meridian Wealth 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
Q2 		$23.8M Buy
923,625
+68,355
+8% +$1.76M 0.73% 25
2026
Q1 		$22M Buy
855,270
+23,052
+3% +$601K 0.77% 23
2025
Q4 		$21.7M Buy
+832,218
New +$21.8M 0.76% 24

Other funds holding SMTH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Annex Advisory Services
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
TC
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return
Level Four Advisory Services
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

Meridian Wealth Management's SMTH Position: Q2 2026 in Review

Meridian Wealth Management increased its ALPS Smith Core Plus Bond ETF (SMTH) stake by 8% in Q2 2026, buying an estimated $1.76M and bringing the position to 923,625 shares worth $23.8M. The position accounts for 0.73% of the portfolio, ranked #25.

Meridian Wealth Management first reported a position in SMTH in Q4 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

  • Meridian Wealth Management held 923,625 shares of ALPS Smith Core Plus Bond ETF worth $23.8M as of Q2 2026.
  • Meridian Wealth Management bought 68,355 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $1.76M.
  • ALPS Smith Core Plus Bond ETF made up 0.73% of Meridian Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Meridian Wealth Management first reported a position in ALPS Smith Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.