TPF
SMTH icon

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

Tribridge Partners 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 		$331K Sell
12,791
-670
-5% -$17.5K 0.14% 50
2025
Q4 		$351K Hold
13,461
– – 0.15% 46
2025
Q3 		$353K Hold
13,461
– – 0.16% 41
2025
Q2 		$348K Buy
+13,461
New +$345K 0.2% 37

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

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

Tribridge Partners Financial reduced its ALPS Smith Core Plus Bond ETF (SMTH) stake by 5% in Q1 2026, selling an estimated $17.5K and leaving 12,791 shares worth $331K. The position accounts for 0.14% of the portfolio, ranked #50.

Tribridge Partners Financial first reported a position in SMTH in Q2 2025 and has held it in 4 quarters since. The position peaked at $353K in Q3 2025. 82 funds tracked by Wall St. Rank hold SMTH as of Q1 2026.

  • Tribridge Partners Financial held 12,791 shares of ALPS Smith Core Plus Bond ETF worth $331K as of Q1 2026.
  • Tribridge Partners Financial sold 670 ALPS Smith Core Plus Bond ETF shares in Q1 2026, an estimated $17.5K.
  • ALPS Smith Core Plus Bond ETF made up 0.14% of Tribridge Partners Financial's portfolio in Q1 2026, its #50 holding.
  • Tribridge Partners Financial first reported a position in ALPS Smith Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Tribridge Partners Financial's ALPS Smith Core Plus Bond ETF position peaked at $353K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q1 2026.

Based on Tribridge Partners Financial's 13F filing for Q1 2026, filed 15 Apr 2026.