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Summit Financial’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Summit Financial’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 		$276K Sell
10,714
-6,236
-37% -$162K ﹤0.01% 1224
2025
Q4 		$442K Sell
16,950
-6,179
-27% -$162K 0.01% 928
2025
Q3 		$605K Buy
+23,129
New +$600K 0.01% 830

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
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 $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

Summit Financial's SMTH Position: Q1 2026 in Review

Summit Financial reduced its ALPS Smith Core Plus Bond ETF (SMTH) stake by 37% in Q1 2026, selling an estimated $162K and leaving 10,714 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Summit Financial first reported a position in SMTH in Q3 2025 and has held it in 3 quarters since. The position peaked at $605K in Q3 2025. 82 funds tracked by Wall St. Rank hold SMTH as of Q1 2026.

  • Summit Financial held 10,714 shares of ALPS Smith Core Plus Bond ETF worth $276K as of Q1 2026.
  • Summit Financial sold 6,236 ALPS Smith Core Plus Bond ETF shares in Q1 2026, an estimated $162K.
  • ALPS Smith Core Plus Bond ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1224 holding.
  • Summit Financial first reported a position in ALPS Smith Core Plus Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's ALPS Smith Core Plus Bond ETF position peaked at $605K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.