Legacy Capital Wealth Partners LLC Takes Position in ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH)

Legacy Capital Wealth Partners LLC acquired a new stake in ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 33,435 shares of the company’s stock, valued at approximately $853,000.

A number of other large investors also recently modified their holdings of the company. Wealth Enhancement Advisory Services LLC increased its holdings 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 worth $710,254,000 after acquiring an additional 4,607,593 shares during the period. Annex Advisory Services LLC grew its position 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 holdings in shares of ALPS | Smith Core Plus Bond ETF by 9.0% in the third quarter. Stratos Investment Management LLC now owns 1,969,650 shares of the company’s stock worth $52,078,000 after purchasing an additional 163,277 shares during the period. Guardian Financial Partners LLC raised its position in shares of 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 boosted its stake in ALPS | Smith Core Plus Bond ETF by 4.4% during the third quarter. Integrated Wealth Concepts LLC now owns 358,251 shares of the company’s stock valued at $9,472,000 after buying an additional 15,013 shares during the period.

ALPS | Smith Core Plus Bond ETF Stock Performance

ALPS | Smith Core Plus Bond ETF stock opened at $25.71 on Friday. The business has a 50-day simple moving average of $25.56 and a 200 day simple moving average of $25.93. ALPS | Smith Core Plus Bond ETF has a 52 week low of $24.92 and a 52 week 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.