Prasad Wealth Partners’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Prasad Wealth Partners’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	$9.75M	Sell	378,849 -20,524	-5%	-$529K	2.35%	15
2026 Q1	$10.3M	Buy	399,373 +12,353	+3%	+$322K	2.8%	9
2025 Q4	$10.1M	Sell	387,020 -74,639	-16%	-$1.96M	2.69%	8
2025 Q3	$12.1M	Buy	461,659 +63,166	+16%	+$1.64M	3.37%	8
2025 Q2	$10.3M	Sell	398,493 -142,230	-26%	-$3.64M	3.02%	9
2025 Q1	$14M	Buy	540,723 +52,881	+11%	+$1.36M	4.57%	6
2024 Q4	$12.4M	Buy	+487,842	New	+$12.6M	4.03%	6

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

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

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

GFP

Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

GCM

Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return

NPT

Nixon Peabody Trust Boston, Massachusetts $1.41B AUM 27.78% 1-Year Est. Return

Prasad Wealth Partners's SMTH Position: Q2 2026 in Review

Prasad Wealth Partners reduced its ALPS Smith Core Plus Bond ETF (SMTH) stake by 5.1% in Q2 2026, selling an estimated $529K and leaving 378,849 shares worth $9.75M. The position accounts for 2.35% of the portfolio, ranked #15.

Prasad Wealth Partners first reported a position in SMTH in Q4 2024 and has held it in 7 quarters since. The position peaked at $14M in Q1 2025. 35 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

Prasad Wealth Partners held 378,849 shares of ALPS Smith Core Plus Bond ETF worth $9.75M as of Q2 2026.
Prasad Wealth Partners sold 20,524 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $529K.
ALPS Smith Core Plus Bond ETF made up 2.35% of Prasad Wealth Partners's portfolio in Q2 2026, its #15 holding.
Prasad Wealth Partners first reported a position in ALPS Smith Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
Prasad Wealth Partners's ALPS Smith Core Plus Bond ETF position peaked at $14M in Q1 2025.
35 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.