PCMC
SMTH icon

Private Capital Management (Colorado)’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Private Capital Management (Colorado)’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
Q2 		– Sell
-3,611
Closed -$92.7K – 267
2024
Q1 		$92.7K Buy
+3,611
New +$92.7K 0.02% 171

Other funds holding SMTH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Private Capital Management (Colorado)'s SMTH Position: Q2 2024 in Review

Private Capital Management (Colorado) sold out of ALPS Smith Core Plus Bond ETF (SMTH) in Q2 2024, closing a stake of 3,611 shares — an estimated $92.7K sold.

Private Capital Management (Colorado) first reported a position in SMTH in Q1 2024 and held it in 1 quarter. The position peaked at $92.7K in Q1 2024. 24 funds tracked by Wall St. Rank hold SMTH as of Q2 2024.

  • Private Capital Management (Colorado) reported no remaining ALPS Smith Core Plus Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 3,611 ALPS Smith Core Plus Bond ETF shares in Q2 2024, an estimated $92.7K.
  • Private Capital Management (Colorado) first reported a position in ALPS Smith Core Plus Bond ETF in Q1 2024 and held it in 1 quarter.
  • Private Capital Management (Colorado)'s ALPS Smith Core Plus Bond ETF position peaked at $92.7K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q2 2024, filed 18 Jul 2024.