Sovereign Investment Advisors, LLC
Position in SMTH — ALPS | Smith Core Plus Bond ETF
CIK 1908165
PHOENIX, AZ
All Filings in SMTH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMTH | $9,625,725 | 373,742 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 SMTH | $9,116,545 | 349,695 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 SMTH | $10,085,543 | 385,533 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 SMTH | $9,966,028 | 385,533 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 SMTH | $1,511,114 | 58,378 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 SMTH | $9,613,868 | 376,719 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SMTH | $6,629,565 | 250,740 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 SMTH | $1,498,271 | 58,378 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||