ALPS Balanced Opportunity Fund SMTH Holdings History
ALPS Balanced Opportunity Fund's ALPS Smith Core Plus Bond ETF Holding Summary
As of 2025-04-30, ALPS Balanced Opportunity Fund held 168,337.00 shares of ALPS Smith Core Plus Bond ETF(SMTH), totaling $4.34 Mil. This investment constitutes 38.59% of their stock portfolio, and ALPS Balanced Opportunity Fund now holds 0.23% of the outstanding ALPS Smith Core Plus Bond ETF(SMTH) stock.
The initial trade took place in 2024Q4. And since then ALPS Balanced Opportunity Fund has made 3 purchases of SMTH, at an average price of $26.19, for a total of 168,337.00 shares. Based on historical transaction data and SMTH's current price of $25.80, ALPS Balanced Opportunity Fund's estimated gain on his SMTH holdings is $-66,187.19, reflecting a -1.50% gain to date.
ALPS Balanced Opportunity Fund SMTH ($25.80) Holding Chart
ALPS Balanced Opportunity Fund SMTH ($25.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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