CWM
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Collaborative Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Collaborative Wealth Management’s Portfolio UCON Stock Details UCON Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.85M Buy
74,379
+45,546
+158% +$1.13M 0.81% 30
2025
Q1 		$714K Buy
28,833
+8,168
+40% +$202K 0.33% 64
2024
Q4 		$509K Buy
+20,665
New +$509K 0.23% 92