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Signature Estate & Investment Advisors’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Signature Estate & Investment 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 		– Sell
-19,695
Closed -$513K – 664
2025
Q4 		$513K Sell
19,695
-5,331
-21% -$140K 0.01% 386
2025
Q3 		$655K Buy
+25,026
New +$649K 0.01% 335

Other funds holding SMTH

Wealth Enhancement Advisory Services
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
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TC
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
HW
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
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

Signature Estate & Investment Advisors's SMTH Position: Q1 2026 in Review

Signature Estate & Investment Advisors sold out of ALPS Smith Core Plus Bond ETF (SMTH) in Q1 2026, closing a stake of 19,695 shares — an estimated $513K sold.

Signature Estate & Investment Advisors first reported a position in SMTH in Q3 2025 and held it in 2 quarters. The position peaked at $655K in Q3 2025. 82 funds tracked by Wall St. Rank hold SMTH as of Q1 2026.

  • Signature Estate & Investment Advisors reported no remaining ALPS Smith Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 19,695 ALPS Smith Core Plus Bond ETF shares in Q1 2026, an estimated $513K.
  • Signature Estate & Investment Advisors first reported a position in ALPS Smith Core Plus Bond ETF in Q3 2025 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's ALPS Smith Core Plus Bond ETF position peaked at $655K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q1 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.