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

Northwestern Mutual 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 Q1	–	Sell	-2,941	Closed	-$76.7K	–	4432
2025 Q4	$76.7K	Buy	+2,941	New	+$77K	﹤0.01%	2247
2025 Q2	–	Sell	-1,642	Closed	-$42.5K	–	3971
2025 Q1	$42.5K	Buy	+1,642	New	+$42.2K	﹤0.01%	2236

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

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

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

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

MWM

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

Northwestern Mutual Wealth Management's SMTH Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of ALPS Smith Core Plus Bond ETF (SMTH) in Q1 2026, closing a stake of 2,941 shares — an estimated $76.7K sold.

Northwestern Mutual Wealth Management first reported a position in SMTH in Q1 2025 and held it in 2 quarters. The position peaked at $76.7K in Q4 2025. 82 funds tracked by Wall St. Rank hold SMTH as of Q1 2026.

Northwestern Mutual Wealth Management reported no remaining ALPS Smith Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 2,941 ALPS Smith Core Plus Bond ETF shares in Q1 2026, an estimated $76.7K.
Northwestern Mutual Wealth Management first reported a position in ALPS Smith Core Plus Bond ETF in Q1 2025 and held it in 2 quarters.
Northwestern Mutual Wealth Management's ALPS Smith Core Plus Bond ETF position peaked at $76.7K in Q4 2025.
82 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.