SMTH — ALPS ETF TR

Ownership history in Advisory Resource Group  ·  8 quarters on record

This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in ALPS ETF TR (SMTH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.98% (2023 Q4)
Avg. % of fund
3.57%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 477,093 -364,091 -43.3% 2.24% $12.5M $25.70
2025 Q2 ADDED 841,184 +295,791 +54.2% 4.18% $21.7M $25.12
2025 Q1 REDUCED 545,393 -30,941 -5.4% 2.88% $14.1M $24.86
2024 Q4 REDUCED 576,334 -32,589 -5.4% 3.12% $14.7M $24.23
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SMTH price (monthly, adj. close)

Other funds also holding SMTH

As of 2025 Q4 — sorted by position size

Traction Financial Partners, LLC 12.46% SHUFRO ROSE & CO LLC 3Y 7Y 8.57% ADAPT WEALTH ADVISORS, LLC 6.39% Guardian Financial Partners, LLC 3Y 4.95% Lineweaver Wealth Advisors, LLC 3Y 4.88% Gallacher Capital Management LLC 3Y 3.77% Annex Advisory Services, LLC 3Y 7Y 3.47% Stratos Investment Management, LLC 3Y 3.41% Spectrum Investment Advisors, Inc. 2.36% Sovereign Investment Advisors, LLC 3Y 2.28%
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