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

Wealth Enhancement Trust 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 		$803K Buy
31,194
+629
+2% +$16.2K 0.09% 174
2026
Q1 		$787K Buy
30,565
+3,730
+14% +$97.2K 0.1% 174
2025
Q4 		$700K Buy
+26,835
New +$703K 0.09% 174

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
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
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its ALPS Smith Core Plus Bond ETF (SMTH) stake by 2.1% in Q2 2026, buying an estimated $16.2K and bringing the position to 31,194 shares worth $803K. The position accounts for 0.09% of the portfolio, ranked #174.

Wealth Enhancement Trust Services first reported a position in SMTH in Q4 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

  • Wealth Enhancement Trust Services held 31,194 shares of ALPS Smith Core Plus Bond ETF worth $803K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 629 ALPS Smith Core Plus Bond ETF shares in Q2 2026, an estimated $16.2K.
  • ALPS Smith Core Plus Bond ETF made up 0.09% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #174 holding.
  • Wealth Enhancement Trust Services first reported a position in ALPS Smith Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

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