ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH) is Advisory Resource Group’s 6th Largest Position

Advisory Resource Group lowered its stake in ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH) by 5.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 576,334 shares of the company’s stock after selling 32,589 shares during the period. ALPS | Smith Core Plus Bond ETF makes up approximately 3.1% of Advisory Resource Group’s holdings, making the stock its 6th largest holding. Advisory Resource Group’s holdings in ALPS | Smith Core Plus Bond ETF were worth $14,708,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. Wealth Enhancement Advisory Services LLC raised its position in ALPS | Smith Core Plus Bond ETF by 20.7% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 26,862,866 shares of the company’s stock valued at $710,254,000 after purchasing an additional 4,607,593 shares during the last quarter. Annex Advisory Services LLC boosted its stake in shares of ALPS | Smith Core Plus Bond ETF by 81.9% during the 4th quarter. Annex Advisory Services LLC now owns 2,966,770 shares of the company’s stock valued at $75,712,000 after purchasing an additional 1,335,444 shares in the last quarter. Stratos Investment Management LLC increased its position in shares of ALPS | Smith Core Plus Bond ETF by 9.0% during the third quarter. Stratos Investment Management LLC now owns 1,969,650 shares of the company’s stock valued at $52,078,000 after buying an additional 163,277 shares during the period. Guardian Financial Partners LLC raised its stake in ALPS | Smith Core Plus Bond ETF by 4.1% in the fourth quarter. Guardian Financial Partners LLC now owns 402,471 shares of the company’s stock worth $10,271,000 after buying an additional 15,667 shares in the last quarter. Finally, Integrated Wealth Concepts LLC grew its holdings in shares of ALPS | Smith Core Plus Bond ETF by 4.4% during the 3rd quarter. Integrated Wealth Concepts LLC now owns 358,251 shares of the company’s stock worth $9,472,000 after acquiring an additional 15,013 shares during the period.

ALPS | Smith Core Plus Bond ETF Stock Performance

NYSEARCA SMTH opened at $25.65 on Friday. The stock’s 50 day moving average is $25.60 and its 200 day moving average is $25.93. ALPS | Smith Core Plus Bond ETF has a twelve month low of $24.92 and a twelve month high of $26.71.

ALPS | Smith Core Plus Bond ETF Company Profile

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.