SWA
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SOA Wealth Advisors’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

SOA Wealth 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
Q2 		– Sell
-206
Closed -$5.32K – 941
2026
Q1 		$5.32K Hold
206
– – ﹤0.01% 650
2025
Q4 		$5.38K Hold
206
– – ﹤0.01% 657
2025
Q3 		$5.4K Buy
+206
New +$5.34K ﹤0.01% 664

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
TC
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

SOA Wealth Advisors's SMTH Position: Q2 2026 in Review

SOA Wealth Advisors sold out of ALPS Smith Core Plus Bond ETF (SMTH) in Q2 2026, closing a stake of 206 shares — an estimated $5.32K sold.

SOA Wealth Advisors first reported a position in SMTH in Q3 2025 and held it in 3 quarters. The position peaked at $5.4K in Q3 2025. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

  • SOA Wealth Advisors reported no remaining ALPS Smith Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 206 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $5.32K.
  • SOA Wealth Advisors first reported a position in ALPS Smith Core Plus Bond ETF in Q3 2025 and held it in 3 quarters.
  • SOA Wealth Advisors's ALPS Smith Core Plus Bond ETF position peaked at $5.4K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.