Golden State Equity Partners’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Golden State Equity Partners’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 Q1	$55.2K	Buy	+2,230	New	+$56K	﹤0.01%	876

Other funds holding UCON

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Golden State Equity Partners's UCON Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2026: 2,230 shares worth $55.2K. The stake represents ﹤0.01% of the portfolio and ranks #876 among its holdings.

275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.

Golden State Equity Partners held 2,230 shares of First Trust Smith Unconstrained Bond ETF worth $55.2K as of Q1 2026.
First Trust Smith Unconstrained Bond ETF was a new Golden State Equity Partners position in Q1 2026.
First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #876 holding.
275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.