PIS
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POM Investment Strategies’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

POM Investment Strategies’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
2024
Q3 		– Sell
-1,189
Closed -$30.3K – 367
2024
Q2 		$30.3K Buy
+1,189
New +$30.2K 0.02% 100

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Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
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Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
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Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
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Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return

POM Investment Strategies's SMTH Position: Q3 2024 in Review

POM Investment Strategies sold out of ALPS Smith Core Plus Bond ETF (SMTH) in Q3 2024, closing a stake of 1,189 shares — an estimated $30.3K sold.

POM Investment Strategies first reported a position in SMTH in Q2 2024 and held it in 1 quarter. The position peaked at $30.3K in Q2 2024. 29 funds tracked by Wall St. Rank hold SMTH as of Q3 2024.

  • POM Investment Strategies reported no remaining ALPS Smith Core Plus Bond ETF position as of Q3 2024 after selling out during the quarter.
  • POM Investment Strategies sold 1,189 ALPS Smith Core Plus Bond ETF shares in Q3 2024, an estimated $30.3K.
  • POM Investment Strategies first reported a position in ALPS Smith Core Plus Bond ETF in Q2 2024 and held it in 1 quarter.
  • POM Investment Strategies's ALPS Smith Core Plus Bond ETF position peaked at $30.3K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q3 2024.

Based on POM Investment Strategies's 13F filing for Q3 2024, filed 18 Oct 2024.