ALPS | Smith Core Plus Bond ETF $SMTH Stake Boosted by Trilogy Capital Inc.

Trilogy Capital Inc. increased its stake in ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH) by 115.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,184,387 shares of the company’s stock after buying an additional 2,241,175 shares during the period. ALPS | Smith Core Plus Bond ETF accounts for 4.2% of Trilogy Capital Inc.’s portfolio, making the stock its 5th largest position. Trilogy Capital Inc. owned approximately 3.67% of ALPS | Smith Core Plus Bond ETF worth $107,706,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Annex Advisory Services LLC lifted its stake in shares of ALPS | Smith Core Plus Bond ETF by 27.9% in the 4th quarter. Annex Advisory Services LLC now owns 6,974,911 shares of the company’s stock valued at $181,836,000 after purchasing an additional 1,520,265 shares during the period. Hamilton Wealth LLC raised its holdings in ALPS | Smith Core Plus Bond ETF by 98.4% in the first quarter. Hamilton Wealth LLC now owns 2,653,258 shares of the company’s stock worth $68,335,000 after purchasing an additional 1,315,762 shares in the last quarter. Meridian Wealth Management LLC purchased a new position in ALPS | Smith Core Plus Bond ETF during the fourth quarter valued at $21,696,000. Thrivent Financial for Lutherans lifted its position in ALPS | Smith Core Plus Bond ETF by 81.4% during the fourth quarter. Thrivent Financial for Lutherans now owns 1,259,837 shares of the company’s stock valued at $32,887,000 after buying an additional 565,289 shares during the period. Finally, Tenzing Financial LLC bought a new stake in shares of ALPS | Smith Core Plus Bond ETF during the 4th quarter valued at $6,432,000.

ALPS | Smith Core Plus Bond ETF Stock Performance

Shares of SMTH stock opened at $25.34 on Tuesday. The company’s fifty day moving average price is $25.62 and its 200-day moving average price is $25.83. ALPS | Smith Core Plus Bond ETF has a 12 month low of $25.25 and a 12 month high of $26.47.

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.