Wealth Enhancement Advisory Services
SMTH icon

Wealth Enhancement Advisory Services’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$1.8B Buy
73,099,748
+23,374,765
+47% +$591M 2.67% 3
2026
Q2 		$1.26B Buy
49,724,983
+7,638,710
+18% +$197M 2.1% 5
2026
Q1 		$1.07B Sell
42,086,273
-13,379,832
-24% -$349M 2.19% 4
2025
Q4 		$1.45B Buy
55,466,105
+6,132,733
+12% +$161M 1.96% 6
2025
Q3 		$1.29B Buy
49,333,372
+5,635,337
+13% +$146M 1.95% 6
2025
Q2 		$1.13B Buy
43,698,035
+4,875,775
+13% +$125M 1.86% 6
2025
Q1 		$1B Buy
38,822,260
+3,155,004
+9% +$81M 1.92% 5
2024
Q4 		$910M Buy
35,667,256
+8,804,390
+33% +$228M 1.74% 6
2024
Q3 		$710M Buy
26,862,866
+4,607,593
+21% +$120M 1.53% 7
2024
Q2 		$567M Buy
22,255,273
+2,328,279
+12% +$59.1M 1.35% 8
2024
Q1 		$511M Buy
+19,926,994
New +$512M 1.32% 9

Other funds holding SMTH

LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Wealth Enhancement Advisory Services's SMTH Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its ALPS Smith Core Plus Bond ETF (SMTH) stake by 47% in Q3 2026, buying an estimated $591M and bringing the position to 73,099,748 shares worth $1.8B. The position accounts for 2.67% of the portfolio, ranked #3.

Wealth Enhancement Advisory Services first reported a position in SMTH in Q1 2024 and has held it in 11 quarters since. 7 funds tracked by Wall St. Rank hold SMTH as of Q3 2026.

  • Wealth Enhancement Advisory Services held 73,099,748 shares of ALPS Smith Core Plus Bond ETF worth $1.8B as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 23,374,765 ALPS Smith Core Plus Bond ETF shares in Q3 2026, an estimated $591M.
  • ALPS Smith Core Plus Bond ETF made up 2.67% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3 holding.
  • Wealth Enhancement Advisory Services first reported a position in ALPS Smith Core Plus Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • 7 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.