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 Q2	$324K	Hold	12,791	–	–	0.13%	50
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 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 $1.74B AUM 34.09% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LWA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

Tribridge Partners Financial's SMTH Position: Q2 2026 in Review

Tribridge Partners Financial held its ALPS Smith Core Plus Bond ETF (SMTH) position steady in Q2 2026 at 12,791 shares worth $324K. The position accounts for 0.13% of the portfolio, ranked #50.

Tribridge Partners Financial first reported a position in SMTH in Q2 2025 and has held it in 5 quarters since. The position peaked at $353K in Q3 2025. 83 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

Tribridge Partners Financial held 12,791 shares of ALPS Smith Core Plus Bond ETF worth $324K as of Q2 2026.
Tribridge Partners Financial left its ALPS Smith Core Plus Bond ETF share count unchanged in Q2 2026.
ALPS Smith Core Plus Bond ETF made up 0.13% of Tribridge Partners Financial's portfolio in Q2 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 5 quarters since.
Tribridge Partners Financial's ALPS Smith Core Plus Bond ETF position peaked at $353K in Q3 2025.
83 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Tribridge Partners Financial's 13F filing for Q2 2026, filed 4 Aug 2026.