SWP
SMTH icon

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

Stratos Wealth Partners’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
-18,258
Closed -$476K – 1687
2025
Q4 		$476K Buy
18,258
+6,571
+56% +$172K 0.01% 1067
2025
Q3 		$306K Sell
11,687
-29,591
-72% -$767K ﹤0.01% 1244
2025
Q2 		$1.07M Buy
41,278
+20,720
+101% +$531K 0.01% 672
2025
Q1 		$532K Buy
+20,558
New +$528K 0.01% 864

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

Stratos Wealth Partners's SMTH Position: Q1 2026 in Review

Stratos Wealth Partners sold out of ALPS Smith Core Plus Bond ETF (SMTH) in Q1 2026, closing a stake of 18,258 shares — an estimated $476K sold.

Stratos Wealth Partners first reported a position in SMTH in Q1 2025 and held it in 4 quarters. The position peaked at $1.07M in Q2 2025. 82 funds tracked by Wall St. Rank hold SMTH as of Q1 2026.

  • Stratos Wealth Partners reported no remaining ALPS Smith Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 18,258 ALPS Smith Core Plus Bond ETF shares in Q1 2026, an estimated $476K.
  • Stratos Wealth Partners first reported a position in ALPS Smith Core Plus Bond ETF in Q1 2025 and held it in 4 quarters.
  • Stratos Wealth Partners's ALPS Smith Core Plus Bond ETF position peaked at $1.07M in Q2 2025.
  • 82 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.