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 Q2	$11.2M	Hold	436,043	–	–	0.19%	126
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 $1.74B 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

World Investment Advisors's SMTH Position: Q2 2026 in Review

World Investment Advisors held its ALPS Smith Core Plus Bond ETF (SMTH) position steady in Q2 2026 at 436,043 shares worth $11.2M. The position accounts for 0.19% of the portfolio, ranked #126.

World Investment Advisors first reported a position in SMTH in Q2 2024 and has held it in 9 quarters since. 83 funds tracked by Wall St. Rank hold SMTH as of Q2 2026.

World Investment Advisors held 436,043 shares of ALPS Smith Core Plus Bond ETF worth $11.2M as of Q2 2026.
World Investment Advisors left its ALPS Smith Core Plus Bond ETF share count unchanged in Q2 2026.
ALPS Smith Core Plus Bond ETF made up 0.19% of World Investment Advisors's portfolio in Q2 2026, its #126 holding.
World Investment Advisors first reported a position in ALPS Smith Core Plus Bond ETF in Q2 2024 and has held it in 9 quarters since.
83 funds tracked by Wall St. Rank held ALPS Smith Core Plus Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.