ALPS | Smith Core Plus Bond ETF $SMTH is Lineweaver Wealth Advisors LLC’s 3rd Largest Position

Lineweaver Wealth Advisors LLC raised its holdings in shares of ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH) by 4.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,383,903 shares of the company’s stock after acquiring an additional 60,425 shares during the quarter. ALPS | Smith Core Plus Bond ETF makes up 4.9% of Lineweaver Wealth Advisors LLC’s investment portfolio, making the stock its 3rd biggest holding. Lineweaver Wealth Advisors LLC’s holdings in ALPS | Smith Core Plus Bond ETF were worth $36,078,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in SMTH. Adapt Wealth Advisors LLC lifted its stake in ALPS | Smith Core Plus Bond ETF by 10.1% during the third quarter. Adapt Wealth Advisors LLC now owns 672,551 shares of the company’s stock worth $17,594,000 after purchasing an additional 61,529 shares during the last quarter. World Investment Advisors boosted its holdings in ALPS | Smith Core Plus Bond ETF by 15.0% in the third quarter. World Investment Advisors now owns 370,069 shares of the company’s stock valued at $9,681,000 after purchasing an additional 48,275 shares in the last quarter. Ethos Financial Group LLC increased its stake in ALPS | Smith Core Plus Bond ETF by 12.8% in the third quarter. Ethos Financial Group LLC now owns 261,715 shares of the company’s stock valued at $6,846,000 after purchasing an additional 29,763 shares during the last quarter. Annex Advisory Services LLC increased its stake in ALPS | Smith Core Plus Bond ETF by 6.1% in the third quarter. Annex Advisory Services LLC now owns 5,454,646 shares of the company’s stock valued at $142,694,000 after purchasing an additional 311,278 shares during the last quarter. Finally, Flow Traders U.S. LLC acquired a new stake in ALPS | Smith Core Plus Bond ETF during the second quarter worth approximately $825,000.

ALPS | Smith Core Plus Bond ETF Stock Performance

Shares of NYSEARCA:SMTH opened at $25.54 on Friday. ALPS | Smith Core Plus Bond ETF has a twelve month low of $25.15 and a twelve month high of $26.47. The firm has a 50 day simple moving average of $26.06 and a 200-day simple moving average of $26.14.

ALPS | Smith Core Plus Bond ETF Cuts Dividend

The business also recently declared a monthly dividend, which was paid on Tuesday, February 24th. Investors of record on Thursday, February 19th were paid a dividend of $0.0848 per share. This represents a c) annualized dividend and a yield of 4.0%. The ex-dividend date was Thursday, February 19th.

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.