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Impact Partnership Wealth’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Impact Partnership Wealth’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 		$886K Sell
35,592
-2,391
-6% -$59.5K 0.09% 150
2026
Q1 		$941K Buy
37,983
+320
+0.8% +$8.03K 0.12% 124
2025
Q4 		$948K Sell
37,663
-479
-1% -$12.1K 0.12% 114
2025
Q3 		$961K Buy
38,142
+4,958
+15% +$124K 0.14% 94
2025
Q2 		$826K Buy
33,184
+4,755
+17% +$117K 0.15% 61
2025
Q1 		$704K Buy
28,429
+12,096
+74% +$299K 0.15% 76
2024
Q4 		$403K Buy
+16,333
New +$405K 0.08% 161

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

Impact Partnership Wealth's UCON Position: Q2 2026 in Review

Impact Partnership Wealth reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 6.3% in Q2 2026, selling an estimated $59.5K and leaving 35,592 shares worth $886K. The position accounts for 0.09% of the portfolio, ranked #150.

Impact Partnership Wealth first reported a position in UCON in Q4 2024 and has held it in 7 quarters since. The position peaked at $961K in Q3 2025. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Impact Partnership Wealth held 35,592 shares of First Trust Smith Unconstrained Bond ETF worth $886K as of Q2 2026.
  • Impact Partnership Wealth sold 2,391 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $59.5K.
  • First Trust Smith Unconstrained Bond ETF made up 0.09% of Impact Partnership Wealth's portfolio in Q2 2026, its #150 holding.
  • Impact Partnership Wealth first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Impact Partnership Wealth's First Trust Smith Unconstrained Bond ETF position peaked at $961K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.