Axis Wealth Partners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$300K	Buy	12,067 +486	+4%	+$12.1K	0.2%	117
2025 Q1	$287K	Buy	11,581 +1,284	+12%	+$31.8K	0.21%	115
2024 Q4	$254K	Buy	+10,297	New	+$254K	0.21%	120