ALPS | Smith Core Plus Bond ETF $SMTH Shares Bought by Adapt Wealth Advisors LLC

Adapt Wealth Advisors LLC grew its stake in ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH) by 3.0% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 611,022 shares of the company’s stock after purchasing an additional 17,705 shares during the quarter. ALPS | Smith Core Plus Bond ETF makes up approximately 7.1% of Adapt Wealth Advisors LLC’s holdings, making the stock its 3rd biggest holding. Adapt Wealth Advisors LLC owned about 0.81% of ALPS | Smith Core Plus Bond ETF worth $15,795,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Wealth Enhancement Advisory Services LLC increased its holdings in ALPS | Smith Core Plus Bond ETF by 12.6% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 43,698,035 shares of the company’s stock valued at $1,127,409,000 after buying an additional 4,875,775 shares during the last quarter. Shufro Rose & Co. LLC grew its position in shares of ALPS | Smith Core Plus Bond ETF by 146.4% in the 1st quarter. Shufro Rose & Co. LLC now owns 4,543,908 shares of the company’s stock worth $117,619,000 after acquiring an additional 2,699,820 shares in the last quarter. Annex Advisory Services LLC grew its position in shares of ALPS | Smith Core Plus Bond ETF by 47.1% in the 2nd quarter. Annex Advisory Services LLC now owns 5,143,368 shares of the company’s stock worth $132,956,000 after acquiring an additional 1,646,710 shares in the last quarter. Vise Technologies Inc. bought a new stake in shares of ALPS | Smith Core Plus Bond ETF in the 2nd quarter valued at approximately $16,897,000. Finally, Stratos Investment Management LLC raised its position in shares of ALPS | Smith Core Plus Bond ETF by 24.0% during the 2nd quarter. Stratos Investment Management LLC now owns 3,288,789 shares of the company’s stock valued at $85,015,000 after acquiring an additional 636,819 shares in the last quarter.

ALPS | Smith Core Plus Bond ETF Stock Performance

Shares of SMTH opened at $26.11 on Friday. ALPS | Smith Core Plus Bond ETF has a 12-month low of $25.15 and a 12-month high of $26.47. The business’s fifty day moving average price is $26.23 and its 200 day moving average price is $25.90.

About ALPS | Smith Core Plus Bond ETF

The ALPS/SMITH Core Plus Bond ETF (SMTH) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund that provides exposure to global debt securities of any maturity and credit quality. The fund aims for an above-average total return. SMTH was launched on Dec 5, 2023 and is issued by SS&C.