ALPS | Smith Core Plus Bond ETF $SMTH Stock Sold by Fermata Advisors LLC

Fermata Advisors LLC trimmed its holdings in shares of ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH) by 43.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 45,306 shares of the company’s stock after selling 34,890 shares during the period. Fermata Advisors LLC’s holdings in ALPS | Smith Core Plus Bond ETF were worth $1,112,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of SMTH. Trilogy Capital Inc. boosted its stake in shares of ALPS | Smith Core Plus Bond ETF by 115.3% during the 2nd quarter. Trilogy Capital Inc. now owns 4,184,387 shares of the company’s stock worth $107,706,000 after acquiring an additional 2,241,175 shares in the last quarter. Hamilton Wealth LLC grew its holdings in shares of ALPS | Smith Core Plus Bond ETF by 98.4% in the 1st quarter. Hamilton Wealth LLC now owns 2,653,258 shares of the company’s stock worth $68,335,000 after acquiring an additional 1,315,762 shares during the last quarter. Annex Advisory Services LLC raised its position in shares of ALPS | Smith Core Plus Bond ETF by 14.6% during the second quarter. Annex Advisory Services LLC now owns 9,237,012 shares of the company’s stock worth $237,761,000 after purchasing an additional 1,179,599 shares during the period. Tenzing Financial LLC acquired a new stake in shares of ALPS | Smith Core Plus Bond ETF during the fourth quarter worth $6,432,000. Finally, Bank of America Corp DE acquired a new stake in shares of ALPS | Smith Core Plus Bond ETF during the first quarter worth $2,993,000.

ALPS | Smith Core Plus Bond ETF Price Performance

Shares of SMTH opened at $24.57 on Tuesday. The business’s 50-day moving average price is $25.08 and its 200 day moving average price is $25.47. ALPS | Smith Core Plus Bond ETF has a 1-year low of $24.34 and a 1-year high of $26.47.

ALPS | Smith Core Plus Bond ETF 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.