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

Other funds holding SMTH

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return

Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return