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

Principle 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 Q1	$17.4M	Sell	676,565 -34,373	-5%	-$896K	1%	19
2025 Q4	$18.5M	Sell	710,938 -55,373	-7%	-$1.45M	1.04%	18
2025 Q3	$20M	Sell	766,311 -18,932	-2%	-$491K	1.16%	18
2025 Q2	$20.3M	Sell	785,243 -212,592	-21%	-$5.45M	1.27%	13
2025 Q1	$25.8M	Sell	997,835 -84,743	-8%	-$2.18M	1.85%	11
2024 Q4	$27.6M	Sell	1,082,578 -75,019	-6%	-$1.94M	1.94%	10
2024 Q3	$30.6M	Sell	1,157,597 -46,942	-4%	-$1.23M	2.17%	8
2024 Q2	$30.7M	Sell	1,204,539 -73,735	-6%	-$1.87M	2.33%	8
2024 Q1	$32.8M	Buy	1,278,274 +25,933	+2%	+$666K	2.56%	7
2023 Q4	$32.5M	Buy	+1,252,341	New	+$32.2M	2.8%	7

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 $1.47B AUM 19.38% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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 $513M AUM 33.8% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Principle Wealth Partners's SMTH Position: Q1 2026 in Review

Principle Wealth Partners reduced its ALPS Smith Core Plus Bond ETF (SMTH) stake by 4.8% in Q1 2026, selling an estimated $896K and leaving 676,565 shares worth $17.4M. The position accounts for 1% of the portfolio, ranked #19.

Principle Wealth Partners first reported a position in SMTH in Q4 2023 and has held it in 10 quarters since. The position peaked at $32.8M in Q1 2024. 82 funds tracked by Wall St. Rank hold SMTH as of Q1 2026.

Principle Wealth Partners held 676,565 shares of ALPS Smith Core Plus Bond ETF worth $17.4M as of Q1 2026.
Principle Wealth Partners sold 34,373 ALPS Smith Core Plus Bond ETF shares in Q1 2026, an estimated $896K.
ALPS Smith Core Plus Bond ETF made up 1% of Principle Wealth Partners's portfolio in Q1 2026, its #19 holding.
Principle Wealth Partners first reported a position in ALPS Smith Core Plus Bond ETF in Q4 2023 and has held it in 10 quarters since.
Principle Wealth Partners's ALPS Smith Core Plus Bond ETF position peaked at $32.8M in Q1 2024.
82 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.