SMTH — ALPS ETF TR

Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which LEVEL FOUR ADVISORY SERVICES, 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
1.21% (2025 Q2)
Avg. % of fund
1.17%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,342,242 +37,986 +2.9% 1.14% $35.0M $25.80
2025 Q3 ADDED 1,304,256 +32,601 +2.6% 1.17% $34.1M $25.61
2025 Q2 INITIATED 1,271,655 — — 1.21% $32.9M $25.03
% 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%
← Back to LEVEL FOUR ADVISORY SERVICES, LLC Holdings