Riverbend Wealth Management’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Riverbend Wealth Management’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	$4.37M	Sell	169,716 -24,461	-13%	-$630K	2.19%	6
2026 Q1	$5M	Buy	194,177 +24,584	+14%	+$640K	2.87%	6
2025 Q4	$4.42M	Buy	169,593 +11,204	+7%	+$294K	2.74%	5
2025 Q3	$4.14M	Buy	158,389 +4,132	+3%	+$107K	2.89%	7
2025 Q2	$3.99M	Buy	154,257 +40,302	+35%	+$1.03M	3.02%	6
2025 Q1	$2.95M	Buy	113,955 +7,125	+7%	+$183K	2.64%	8
2024 Q4	$2.73M	Buy	+106,830	New	+$2.77M	2.43%	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 $1.74B AUM 34.09% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

SIM

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

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 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

LFAS

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

Riverbend Wealth Management's SMTH Position: Q2 2026 in Review

Riverbend Wealth Management reduced its ALPS Smith Core Plus Bond ETF (SMTH) stake by 13% in Q2 2026, selling an estimated $630K and leaving 169,716 shares worth $4.37M. The position accounts for 2.19% of the portfolio, ranked #6.

Riverbend Wealth Management first reported a position in SMTH in Q4 2024 and has held it in 7 quarters since. The position peaked at $5M in Q1 2026. 83 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

Riverbend Wealth Management held 169,716 shares of ALPS Smith Core Plus Bond ETF worth $4.37M as of Q2 2026.
Riverbend Wealth Management sold 24,461 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $630K.
ALPS Smith Core Plus Bond ETF made up 2.19% of Riverbend Wealth Management's portfolio in Q2 2026, its #6 holding.
Riverbend Wealth Management first reported a position in ALPS Smith Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
Riverbend Wealth Management's ALPS Smith Core Plus Bond ETF position peaked at $5M in Q1 2026.
83 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.