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Goldstone Financial Group’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Goldstone Financial Group’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 		$5.37M Sell
215,659
-39,089
-15% -$973K 0.49% 51
2026
Q1 		$6.31M Sell
254,748
-58,975
-19% -$1.48M 0.68% 41
2025
Q4 		$7.9M Buy
313,723
+11,794
+4% +$297K 0.88% 35
2025
Q3 		$7.61M Buy
301,929
+14,311
+5% +$358K 0.9% 35
2025
Q2 		$7.15M Sell
287,618
-6,008
-2% -$148K 0.94% 32
2025
Q1 		$7.27M Buy
293,626
+3,112
+1% +$77K 1.1% 29
2024
Q4 		$7.16M Buy
290,514
+75,928
+35% +$1.88M 1.12% 28
2024
Q3 		$5.39M Buy
214,586
+23,526
+12% +$586K 0.94% 31
2024
Q2 		$4.67M Buy
191,060
+27,600
+17% +$674K 0.94% 29
2024
Q1 		$4.02M Buy
163,460
+14,039
+9% +$345K 0.92% 28
2023
Q4 		$3.7M Buy
+149,421
New +$3.6M 0.95% 27

Other funds holding UCON

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Goldstone Financial Group's UCON Position: Q2 2026 in Review

Goldstone Financial Group reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 15% in Q2 2026, selling an estimated $973K and leaving 215,659 shares worth $5.37M. The position accounts for 0.49% of the portfolio, ranked #51.

Goldstone Financial Group first reported a position in UCON in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.9M in Q4 2025. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Goldstone Financial Group held 215,659 shares of First Trust Smith Unconstrained Bond ETF worth $5.37M as of Q2 2026.
  • Goldstone Financial Group sold 39,089 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $973K.
  • First Trust Smith Unconstrained Bond ETF made up 0.49% of Goldstone Financial Group's portfolio in Q2 2026, its #51 holding.
  • Goldstone Financial Group first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Goldstone Financial Group's First Trust Smith Unconstrained Bond ETF position peaked at $7.9M in Q4 2025.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.