Triumph Capital Management’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Triumph Capital Management’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	$540K	Sell	20,996 -14,382	-41%	-$371K	0.1%	204
2026 Q1	$911K	Sell	35,378 -2,127	-6%	-$55.4K	0.19%	121
2025 Q4	$978K	Sell	37,505 -3,985	-10%	-$104K	0.21%	103
2025 Q3	$1.09M	Sell	41,490 -933	-2%	-$24.2K	0.29%	81
2025 Q2	$1.1M	Sell	42,423 -47,750	-53%	-$1.22M	0.33%	69
2025 Q1	$2.33M	Buy	90,173 +14,595	+19%	+$375K	0.78%	28
2024 Q4	$1.93M	Buy	75,578 +5,702	+8%	+$148K	0.66%	30
2024 Q3	$1.85M	Buy	69,876 +24,546	+54%	+$641K	0.66%	34
2024 Q2	$1.15M	Buy	45,330 +21,678	+92%	+$551K	0.45%	55
2024 Q1	$604K	Buy	+23,652	New	+$607K	0.25%	97

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

Triumph Capital Management's SMTH Position: Q2 2026 in Review

Triumph Capital Management reduced its ALPS Smith Core Plus Bond ETF (SMTH) stake by 41% in Q2 2026, selling an estimated $371K and leaving 20,996 shares worth $540K. The position accounts for 0.1% of the portfolio, ranked #204.

Triumph Capital Management first reported a position in SMTH in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.33M in Q1 2025. 83 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

Triumph Capital Management held 20,996 shares of ALPS Smith Core Plus Bond ETF worth $540K as of Q2 2026.
Triumph Capital Management sold 14,382 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $371K.
ALPS Smith Core Plus Bond ETF made up 0.1% of Triumph Capital Management's portfolio in Q2 2026, its #204 holding.
Triumph Capital Management first reported a position in ALPS Smith Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
Triumph Capital Management's ALPS Smith Core Plus Bond ETF position peaked at $2.33M in Q1 2025.
83 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.