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Vise Technologies’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Vise Technologies’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 		$20.4M Buy
790,997
+326,117
+70% +$8.4M 0.23% 79
2026
Q1 		$12.1M Hold
464,880
– – 0.24% 76
2025
Q4 		$12.1M Buy
464,880
+243,715
+110% +$6.38M 0.24% 76
2025
Q3 		$5.79M Sell
221,165
-432,502
-66% -$11.2M 0.22% 92
2025
Q2 		$16.9M Buy
+653,667
New +$16.7M 0.7% 22
2024
Q4 		$718K Buy
+28,136
New +$728K 0.06% 331

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 $1.74B AUM 34.09% 1-Year Est. Return
TC
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HW
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

Vise Technologies's SMTH Position: Q2 2026 in Review

Vise Technologies increased its ALPS Smith Core Plus Bond ETF (SMTH) stake by 70% in Q2 2026, buying an estimated $8.4M and bringing the position to 790,997 shares worth $20.4M. The position accounts for 0.23% of the portfolio, ranked #79.

Vise Technologies first reported a position in SMTH in Q4 2024 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

  • Vise Technologies held 790,997 shares of ALPS Smith Core Plus Bond ETF worth $20.4M as of Q2 2026.
  • Vise Technologies bought 326,117 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $8.4M.
  • ALPS Smith Core Plus Bond ETF made up 0.23% of Vise Technologies's portfolio in Q2 2026, its #79 holding.
  • Vise Technologies first reported a position in ALPS Smith Core Plus Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.