Nixon Peabody Trust’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Nixon Peabody Trust’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	$7.9M	Buy	306,809 +17,552	+6%	+$452K	0.56%	52
2026 Q1	$7.45M	Buy	289,257 +11,940	+4%	+$311K	0.59%	50
2025 Q4	$7.23M	Buy	277,317 +32,970	+13%	+$864K	0.55%	53
2025 Q3	$6.39M	Buy	244,347 +7,239	+3%	+$188K	0.47%	58
2025 Q2	$6.13M	Buy	237,108 +31,928	+16%	+$818K	0.47%	57
2025 Q1	$5.31M	Buy	+205,180	New	+$5.27M	0.45%	58

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

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 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

Nixon Peabody Trust's SMTH Position: Q2 2026 in Review

Nixon Peabody Trust increased its ALPS Smith Core Plus Bond ETF (SMTH) stake by 6.1% in Q2 2026, buying an estimated $452K and bringing the position to 306,809 shares worth $7.9M. The position accounts for 0.56% of the portfolio, ranked #52.

Nixon Peabody Trust first reported a position in SMTH in Q1 2025 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

Nixon Peabody Trust held 306,809 shares of ALPS Smith Core Plus Bond ETF worth $7.9M as of Q2 2026.
Nixon Peabody Trust bought 17,552 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $452K.
ALPS Smith Core Plus Bond ETF made up 0.56% of Nixon Peabody Trust's portfolio in Q2 2026, its #52 holding.
Nixon Peabody Trust first reported a position in ALPS Smith Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Nixon Peabody Trust's 13F filing for Q2 2026, filed 27 Jul 2026.