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 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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's SMTH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its ALPS Smith Core Plus Bond ETF (SMTH) stake by 18% in Q2 2026, buying an estimated $197M and bringing the position to 49,724,983 shares worth $1.26B. The position accounts for 2.1% of the portfolio, ranked #5.

Wealth Enhancement Advisory Services first reported a position in SMTH in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.45B in Q4 2025. 84 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

Wealth Enhancement Advisory Services held 49,724,983 shares of ALPS Smith Core Plus Bond ETF worth $1.26B as of Q2 2026.
Wealth Enhancement Advisory Services bought 7,638,710 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $197M.
ALPS Smith Core Plus Bond ETF made up 2.1% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #5 holding.
Wealth Enhancement Advisory Services first reported a position in ALPS Smith Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's ALPS Smith Core Plus Bond ETF position peaked at $1.45B in Q4 2025.
84 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.