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Cherry Creek Investment Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Cherry Creek Investment Advisors’s Portfolio UCON Stock Details UCON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-12,226
Closed -$326K – 120
2021
Q2 		$326K Buy
+12,226
New +$326K 0.21% 76

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Cherry Creek Investment Advisors's UCON Position: Q3 2021 in Review

Cherry Creek Investment Advisors sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q3 2021, closing a stake of 12,226 shares — an estimated $326K sold.

Cherry Creek Investment Advisors first reported a position in UCON in Q2 2021 and held it in 1 quarter. The position peaked at $326K in Q2 2021. 88 funds tracked by Wall St. Rank hold UCON as of Q3 2021.

  • Cherry Creek Investment Advisors reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Cherry Creek Investment Advisors sold 12,226 First Trust Smith Unconstrained Bond ETF shares in Q3 2021, an estimated $326K.
  • Cherry Creek Investment Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2021 and held it in 1 quarter.
  • Cherry Creek Investment Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $326K in Q2 2021.
  • 88 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2021.

Based on Cherry Creek Investment Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.