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 Q2	$16.5M	Sell	642,470 -34,095	-5%	-$878K	0.82%	26
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 $67.3B AUM 21.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

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

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

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

Principle Wealth Partners reduced its ALPS Smith Core Plus Bond ETF (SMTH) stake by 5% in Q2 2026, selling an estimated $878K and leaving 642,470 shares worth $16.5M. The position accounts for 0.82% of the portfolio, ranked #26.

Principle Wealth Partners first reported a position in SMTH in Q4 2023 and has held it in 11 quarters since. The position peaked at $32.8M in Q1 2024. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

Principle Wealth Partners held 642,470 shares of ALPS Smith Core Plus Bond ETF worth $16.5M as of Q2 2026.
Principle Wealth Partners sold 34,095 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $878K.
ALPS Smith Core Plus Bond ETF made up 0.82% of Principle Wealth Partners's portfolio in Q2 2026, its #26 holding.
Principle Wealth Partners first reported a position in ALPS Smith Core Plus Bond ETF in Q4 2023 and has held it in 11 quarters since.
Principle Wealth Partners's ALPS Smith Core Plus Bond ETF position peaked at $32.8M in Q1 2024.
84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.