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

Traction Financial 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	$17.4M	Sell	677,125 -129,564	-16%	-$3.38M	10.74%	2
2025 Q4	$21M	Buy	806,689 +33,435	+4%	+$876K	12.47%	1
2025 Q3	$20.2M	Buy	773,254 +99,670	+15%	+$2.59M	12.48%	1
2025 Q2	$17.4M	Sell	673,584 -7,305	-1%	-$187K	11.8%	1
2025 Q1	$17.6M	Buy	+680,889	New	+$17.5M	13.76%	1

Other funds holding SMTH

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 New York $544B AUM 28.31% 1-Year Est. Return

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

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

Traction Financial Partners's SMTH Position: Q1 2026 in Review

Traction Financial Partners reduced its ALPS Smith Core Plus Bond ETF (SMTH) stake by 16% in Q1 2026, selling an estimated $3.38M and leaving 677,125 shares worth $17.4M. The position accounts for 10.74% of the portfolio, ranked #2.

Traction Financial Partners first reported a position in SMTH in Q1 2025 and has held it in 5 quarters since. The position peaked at $21M in Q4 2025. 82 funds tracked by Wall St. Rank hold SMTH as of Q1 2026.

Traction Financial Partners held 677,125 shares of ALPS Smith Core Plus Bond ETF worth $17.4M as of Q1 2026.
Traction Financial Partners sold 129,564 ALPS Smith Core Plus Bond ETF shares in Q1 2026, an estimated $3.38M.
ALPS Smith Core Plus Bond ETF made up 10.74% of Traction Financial Partners's portfolio in Q1 2026, its #2 holding.
Traction Financial Partners first reported a position in ALPS Smith Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
Traction Financial Partners's ALPS Smith Core Plus Bond ETF position peaked at $21M in Q4 2025.
82 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q1 2026.

Based on Traction Financial Partners's 13F filing for Q1 2026, filed 14 May 2026.