Annex Advisory Services LLC Buys 1,335,444 Shares of ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH)

Annex Advisory Services LLC increased its stake in shares of ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH) by 81.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,966,770 shares of the company’s stock after purchasing an additional 1,335,444 shares during the quarter. ALPS | Smith Core Plus Bond ETF accounts for 2.3% of Annex Advisory Services LLC’s holdings, making the stock its 10th largest holding. Annex Advisory Services LLC owned about 10.75% of ALPS | Smith Core Plus Bond ETF worth $75,712,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently bought and sold shares of the company. Wealth Enhancement Advisory Services LLC raised its stake in ALPS | Smith Core Plus Bond ETF by 20.7% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 26,862,866 shares of the company’s stock valued at $710,254,000 after buying an additional 4,607,593 shares in the last quarter. Stratos Investment Management LLC increased its holdings in shares of ALPS | Smith Core Plus Bond ETF by 9.0% in the 3rd quarter. Stratos Investment Management LLC now owns 1,969,650 shares of the company’s stock valued at $52,078,000 after acquiring an additional 163,277 shares during the last quarter. Guardian Financial Partners LLC raised its position in shares of ALPS | Smith Core Plus Bond ETF by 4.1% during the 4th quarter. Guardian Financial Partners LLC now owns 402,471 shares of the company’s stock worth $10,271,000 after acquiring an additional 15,667 shares in the last quarter. Integrated Wealth Concepts LLC lifted its stake in ALPS | Smith Core Plus Bond ETF by 4.4% during the third quarter. Integrated Wealth Concepts LLC now owns 358,251 shares of the company’s stock worth $9,472,000 after purchasing an additional 15,013 shares during the last quarter. Finally, World Investment Advisors LLC boosted its holdings in ALPS | Smith Core Plus Bond ETF by 0.7% in the third quarter. World Investment Advisors LLC now owns 265,971 shares of the company’s stock valued at $7,032,000 after purchasing an additional 1,746 shares in the last quarter.

ALPS | Smith Core Plus Bond ETF Trading Down 0.1 %

Shares of ALPS | Smith Core Plus Bond ETF stock opened at $25.49 on Monday. ALPS | Smith Core Plus Bond ETF has a 52 week low of $24.92 and a 52 week high of $26.71. The firm’s 50 day moving average is $25.67 and its two-hundred day moving average is $25.95.

ALPS | Smith Core Plus Bond ETF Company 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.