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 Q3	$4.09M	Sell	166,861 -2,855	-2%	-$72.2K	1.86%	9
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 $67.3B AUM 21.9% 1-Year Est. Return

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

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

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Sentinel Pension Advisors Wakefield, Massachusetts $801M AUM 10.58% 1-Year Est. Return

Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Riverbend Wealth Management's SMTH Position: Q3 2026 in Review

Riverbend Wealth Management reduced its ALPS Smith Core Plus Bond ETF (SMTH) stake by 1.7% in Q3 2026, selling an estimated $72.2K and leaving 166,861 shares worth $4.09M. The position accounts for 1.86% of the portfolio, ranked #9.

Riverbend Wealth Management first reported a position in SMTH in Q4 2024 and has held it in 8 quarters since. The position peaked at $5M in Q1 2026. 34 funds tracked by Wall St. Rank hold SMTH as of Q3 2026.

Riverbend Wealth Management held 166,861 shares of ALPS Smith Core Plus Bond ETF worth $4.09M as of Q3 2026.
Riverbend Wealth Management sold 2,855 ALPS Smith Core Plus Bond ETF shares in Q3 2026, an estimated $72.2K.
ALPS Smith Core Plus Bond ETF made up 1.86% of Riverbend Wealth Management's portfolio in Q3 2026, its #9 holding.
Riverbend Wealth Management first reported a position in ALPS Smith Core Plus Bond ETF in Q4 2024 and has held it in 8 quarters since.
Riverbend Wealth Management's ALPS Smith Core Plus Bond ETF position peaked at $5M in Q1 2026.
34 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.