Annex Advisory Services LLC Buys 1,179,599 Shares of ALPS | Smith Core Plus Bond ETF $SMTH

Annex Advisory Services LLC increased its stake in shares of ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH) by 14.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,237,012 shares of the company’s stock after acquiring an additional 1,179,599 shares during the quarter. ALPS | Smith Core Plus Bond ETF makes up about 4.1% of Annex Advisory Services LLC’s portfolio, making the stock its 4th largest position. Annex Advisory Services LLC owned approximately 0.08% of ALPS | Smith Core Plus Bond ETF worth $237,761,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also bought and sold shares of the company. Comerica Bank increased its stake in ALPS | Smith Core Plus Bond ETF by 6.5% in the fourth quarter. Comerica Bank now owns 7,486 shares of the company’s stock valued at $195,000 after purchasing an additional 456 shares in the last quarter. Kestra Advisory Services LLC boosted its position in shares of ALPS | Smith Core Plus Bond ETF by 6.8% during the 4th quarter. Kestra Advisory Services LLC now owns 16,589 shares of the company’s stock worth $432,000 after purchasing an additional 1,053 shares in the last quarter. Commonwealth Equity Services LLC grew its stake in shares of ALPS | Smith Core Plus Bond ETF by 7.6% in the 4th quarter. Commonwealth Equity Services LLC now owns 22,422 shares of the company’s stock valued at $585,000 after buying an additional 1,582 shares during the period. Johnson Financial Group Inc. acquired a new stake in shares of ALPS | Smith Core Plus Bond ETF in the 1st quarter valued at about $54,000. Finally, Coastal Bridge Advisors LLC increased its position in ALPS | Smith Core Plus Bond ETF by 13.7% in the 4th quarter. Coastal Bridge Advisors LLC now owns 23,967 shares of the company’s stock valued at $625,000 after buying an additional 2,888 shares in the last quarter.

ALPS | Smith Core Plus Bond ETF Price Performance

Shares of ALPS | Smith Core Plus Bond ETF stock opened at $25.36 on Wednesday. The business has a 50-day simple moving average of $25.58 and a 200 day simple moving average of $25.80. ALPS | Smith Core Plus Bond ETF has a one year low of $25.25 and a one year 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.