UBS Group
SMTH icon

UBS Group’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

UBS Group’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
2025
Q1 		– Sell
-132
Closed -$3.37K – 10684
2024
Q4 		$3.37K Sell
132
-4,327
-97% -$112K ﹤0.01% 8888
2024
Q3 		$118K Sell
4,459
-12,477
-74% -$326K ﹤0.01% 6242
2024
Q2 		$431K Buy
16,936
+16,577
+4,618% +$421K ﹤0.01% 5116
2024
Q1 		$9.21K Buy
359
+50
+16% +$1.28K ﹤0.01% 7292
2023
Q4 		$8.03K Buy
+309
New +$7.94K ﹤0.01% 7587

Other funds holding SMTH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Shufro Rose & Co
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Stratos Investment Management
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Hamilton Wealth
Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Traction Financial Partners
Traction Financial Partners Encampment, Wyoming $188M AUM 20.42% 1-Year Est. Return
Adapt Wealth Advisors
Adapt Wealth Advisors Atlanta, Georgia $306M AUM 30.17% 1-Year Est. Return

UBS Group's SMTH Position: Q1 2025 in Review

UBS Group sold out of ALPS Smith Core Plus Bond ETF (SMTH) in Q1 2025, closing a stake of 132 shares — an estimated $3.37K sold.

UBS Group first reported a position in SMTH in Q4 2023 and held it in 5 quarters. The position peaked at $431K in Q2 2024. 59 funds tracked by Wall St. Rank hold SMTH as of Q1 2025.

  • UBS Group reported no remaining ALPS Smith Core Plus Bond ETF position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 132 ALPS Smith Core Plus Bond ETF shares in Q1 2025, an estimated $3.37K.
  • UBS Group first reported a position in ALPS Smith Core Plus Bond ETF in Q4 2023 and held it in 5 quarters.
  • UBS Group's ALPS Smith Core Plus Bond ETF position peaked at $431K in Q2 2024.
  • 59 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.