Sentinel Pension Advisors’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Sentinel Pension Advisors’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	$11.3M	Buy	437,659 +50,990	+13%	+$1.33M	1.67%	13
2025 Q4	$10.1M	Buy	386,669 +45,715	+13%	+$1.2M	1.55%	11
2025 Q3	$8.92M	Buy	340,954 +17,752	+5%	+$460K	1.43%	11
2025 Q2	$8.35M	Buy	+323,202	New	+$8.28M	1.41%	11

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

Sentinel Pension Advisors's SMTH Position: Q1 2026 in Review

Sentinel Pension Advisors increased its ALPS Smith Core Plus Bond ETF (SMTH) stake by 13% in Q1 2026, buying an estimated $1.33M and bringing the position to 437,659 shares worth $11.3M. The position accounts for 1.67% of the portfolio, ranked #13.

Sentinel Pension Advisors first reported a position in SMTH in Q2 2025 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold SMTH as of Q1 2026.

Sentinel Pension Advisors held 437,659 shares of ALPS Smith Core Plus Bond ETF worth $11.3M as of Q1 2026.
Sentinel Pension Advisors bought 50,990 ALPS Smith Core Plus Bond ETF shares in Q1 2026, an estimated $1.33M.
ALPS Smith Core Plus Bond ETF made up 1.67% of Sentinel Pension Advisors's portfolio in Q1 2026, its #13 holding.
Sentinel Pension Advisors first reported a position in ALPS Smith Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
82 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q1 2026.

Based on Sentinel Pension Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.