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

Stratos 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
2025
Q2 		– Sell
-69,271
Closed -$1.79M – 709
2025
Q1 		$1.79M Buy
+69,271
New +$1.78M 0.1% 208

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 $1.47B 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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Stratos Wealth Advisors's SMTH Position: Q2 2025 in Review

Stratos Wealth Advisors sold out of ALPS Smith Core Plus Bond ETF (SMTH) in Q2 2025, closing a stake of 69,271 shares — an estimated $1.79M sold.

Stratos Wealth Advisors first reported a position in SMTH in Q1 2025 and held it in 1 quarter. The position peaked at $1.79M in Q1 2025. 62 funds tracked by Wall St. Rank hold SMTH as of Q2 2025.

  • Stratos Wealth Advisors reported no remaining ALPS Smith Core Plus Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 69,271 ALPS Smith Core Plus Bond ETF shares in Q2 2025, an estimated $1.79M.
  • Stratos Wealth Advisors first reported a position in ALPS Smith Core Plus Bond ETF in Q1 2025 and held it in 1 quarter.
  • Stratos Wealth Advisors's ALPS Smith Core Plus Bond ETF position peaked at $1.79M in Q1 2025.
  • 62 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2025.

Based on Stratos Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.