SMTH — ALPS ETF TR

Ownership history in Hamilton Wealth, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Hamilton Wealth, LLC 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
9.83% (2025 Q3)
Avg. % of fund
6.3%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 118,754 -1,471,588 -92.5% 1.55% $8.1M $25.80
2025 Q3 ADDED 1,590,342 +293,069 +22.6% 9.83% $40.6M $25.61
2024 Q3 ADDED 1,297,273 +502,645 +63.3% 8.38% $34.3M $24.71
2024 Q2 INITIATED 794,628 — — 5.44% $20.2M —
% 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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