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TAP Consulting’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

TAP Consulting’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
2024
Q4 		$212K Buy
+8,317
New +$215K 0.04% 149

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Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
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Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return
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Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
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Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
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Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
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Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
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Adapt Wealth Advisors Atlanta, Georgia $306M AUM 30.17% 1-Year Est. Return

TAP Consulting's SMTH Position: Q4 2024 in Review

TAP Consulting opened a new position in ALPS Smith Core Plus Bond ETF (SMTH) in Q4 2024: 8,317 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #149 among its holdings.

48 funds tracked by Wall St. Rank hold SMTH as of Q4 2024.

  • TAP Consulting held 8,317 shares of ALPS Smith Core Plus Bond ETF worth $212K as of Q4 2024.
  • ALPS Smith Core Plus Bond ETF was a new TAP Consulting position in Q4 2024.
  • ALPS Smith Core Plus Bond ETF made up 0.04% of TAP Consulting's portfolio in Q4 2024, its #149 holding.
  • 48 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.