World Investment Advisors’s ALPS Smith Core Plus Bond ETF SMTH Stock Holding History

World Investment Advisors’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 Q1	$11.2M	Buy	436,043 +41,222	+10%	+$1.07M	0.18%	131
2025 Q4	$10.3M	Buy	394,821 +24,752	+7%	+$648K	0.17%	141
2025 Q3	$9.68M	Buy	370,069 +48,275	+15%	+$1.25M	0.2%	109
2025 Q2	$8.32M	Buy	321,794 +27,292	+9%	+$699K	0.19%	121
2025 Q1	$7.62M	Buy	294,502 +28,882	+11%	+$741K	0.2%	123
2024 Q4	$6.78M	Sell	265,620 -351	-0.1%	-$9.09K	0.19%	127
2024 Q3	$7.03M	Buy	265,971 +1,746	+0.7%	+$45.6K	0.22%	109
2024 Q2	$6.73M	Buy	+264,225	New	+$6.71M	0.42%	51

Other funds holding SMTH

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 $1.47B AUM 19.38% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

World Investment Advisors's SMTH Position: Q1 2026 in Review

World Investment Advisors increased its ALPS Smith Core Plus Bond ETF (SMTH) stake by 10% in Q1 2026, buying an estimated $1.07M and bringing the position to 436,043 shares worth $11.2M. The position accounts for 0.18% of the portfolio, ranked #131.

World Investment Advisors first reported a position in SMTH in Q2 2024 and has held it in 8 quarters since. 82 funds tracked by Wall St. Rank hold SMTH as of Q1 2026.

World Investment Advisors held 436,043 shares of ALPS Smith Core Plus Bond ETF worth $11.2M as of Q1 2026.
World Investment Advisors bought 41,222 ALPS Smith Core Plus Bond ETF shares in Q1 2026, an estimated $1.07M.
ALPS Smith Core Plus Bond ETF made up 0.18% of World Investment Advisors's portfolio in Q1 2026, its #131 holding.
World Investment Advisors first reported a position in ALPS Smith Core Plus Bond ETF in Q2 2024 and has held it in 8 quarters since.
82 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.