Columbia Advisory Partners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.63M Sell
65,463
-214
-0.3% -$5.33K 0.9% 26
2026
Q1
$1.63M Sell
65,677
-394
-0.6% -$9.89K 1.04% 24
2025
Q4
$1.66M Sell
66,071
-5,380
-8% -$136K 1.13% 16
2025
Q3
$1.8M Buy
71,451
+17,265
+32% +$431K 1.24% 15
2025
Q2
$1.35M Sell
54,186
-2,536
-4% -$62.6K 1.02% 22
2025
Q1
$1.4M Buy
56,722
+921
+2% +$22.8K 1.22% 21
2024
Q4
$1.38M Buy
55,801
+5,791
+12% +$144K 1.28% 18
2024
Q3
$1.26M Buy
50,010
+575
+1% +$14.3K 1.19% 20
2024
Q2
$1.21M Buy
49,435
+21,387
+76% +$522K 1.18% 19
2024
Q1
$690K Buy
28,048
+16,015
+133% +$394K 0.7% 23
2023
Q4
$298K Buy
12,033
+3,576
+42% +$86.1K 0.31% 46
2023
Q3
$202K Buy
8,457
+3
+0% +$73 0.22% 61
2023
Q2
$204K Buy
+8,454
New +$206K 0.22% 54

Other funds holding UCON

Columbia Advisory Partners's UCON Position: Q2 2026 in Review

Columbia Advisory Partners reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 0.33% in Q2 2026, selling an estimated $5.33K and leaving 65,463 shares worth $1.63M. The position accounts for 0.9% of the portfolio, ranked #26.

Columbia Advisory Partners first reported a position in UCON in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.8M in Q3 2025. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Columbia Advisory Partners held 65,463 shares of First Trust Smith Unconstrained Bond ETF worth $1.63M as of Q2 2026.
  • Columbia Advisory Partners sold 214 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $5.33K.
  • First Trust Smith Unconstrained Bond ETF made up 0.9% of Columbia Advisory Partners's portfolio in Q2 2026, its #26 holding.
  • Columbia Advisory Partners first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Columbia Advisory Partners's First Trust Smith Unconstrained Bond ETF position peaked at $1.8M in Q3 2025.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.