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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.3M Sell
398,493
-142,230
-26% -$3.68M 3.02% 9
2025
Q1
$14M Buy
540,723
+52,881
+11% +$1.37M 4.57% 6
2024
Q4
$12.4M Buy
+487,842
New +$12.4M 4.03% 6