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

Evolution Wealth Management’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
2026 Q2	$174K	Sell	6,982 -81	-1%	-$2.02K	0.1%	134
2026 Q1	$175K	Buy	7,063 +1,428	+25%	+$35.8K	0.13%	117
2025 Q4	$142K	Hold	5,635	–	–	0.12%	136
2025 Q3	$142K	Buy	5,635 +3,163	+128%	+$79K	0.15%	116
2025 Q2	$61.5K	Buy	+2,472	New	+$61K	0.08%	157

Other funds holding UCON

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Evolution Wealth Management's UCON Position: Q2 2026 in Review

Evolution Wealth Management reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 1.1% in Q2 2026, selling an estimated $2.02K and leaving 6,982 shares worth $174K. The position accounts for 0.1% of the portfolio, ranked #134.

Evolution Wealth Management first reported a position in UCON in Q2 2025 and has held it in 5 quarters since. The position peaked at $175K in Q1 2026. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Evolution Wealth Management held 6,982 shares of First Trust Smith Unconstrained Bond ETF worth $174K as of Q2 2026.
Evolution Wealth Management sold 81 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $2.02K.
First Trust Smith Unconstrained Bond ETF made up 0.1% of Evolution Wealth Management's portfolio in Q2 2026, its #134 holding.
Evolution Wealth Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's First Trust Smith Unconstrained Bond ETF position peaked at $175K in Q1 2026.
273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.