Inspirion Wealth Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Inspirion Wealth Advisors’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	$217K	Sell	8,738 -845	-9%	-$21K	0.02%	173
2026 Q1	$237K	Sell	9,583 -7,865	-45%	-$197K	0.03%	147
2025 Q4	$439K	Sell	17,448 -6,075	-26%	-$153K	0.05%	111
2025 Q3	$591K	Buy	23,523 +4,616	+24%	+$115K	0.08%	89
2025 Q2	$471K	Sell	18,907 -1,064	-5%	-$26.3K	0.06%	102
2025 Q1	$494K	Sell	19,971 -4,347	-18%	-$108K	0.07%	93
2024 Q4	$598K	Buy	24,318 +795	+3%	+$19.7K	0.08%	88
2024 Q3	$591K	Buy	23,523 +2,328	+11%	+$58K	0.08%	89
2024 Q2	$518K	Sell	21,195 -853	-4%	-$20.8K	0.08%	87
2024 Q1	$542K	Sell	22,048 -8,998	-29%	-$221K	0.09%	85
2023 Q4	$767K	Hold	31,046	–	–	0.14%	67
2023 Q3	$742K	Sell	31,046 -250	-0.8%	-$6.05K	0.14%	65
2023 Q2	$756K	Hold	31,296	–	–	0.14%	64
2023 Q1	$758K	Sell	31,296 -2,478	-7%	-$60.2K	0.15%	61
2022 Q4	$814K	Sell	33,774 -1,385	-4%	-$33.2K	0.17%	59
2022 Q3	$837K	Sell	35,159 -1,200	-3%	-$29.5K	0.19%	53
2022 Q2	$891K	Buy	+36,359	New	+$908K	0.2%	53

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

Inspirion Wealth Advisors's UCON Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 8.8% in Q2 2026, selling an estimated $21K and leaving 8,738 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #173.

Inspirion Wealth Advisors first reported a position in UCON in Q2 2022 and has held it in 17 quarters since. The position peaked at $891K in Q2 2022. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Inspirion Wealth Advisors held 8,738 shares of First Trust Smith Unconstrained Bond ETF worth $217K as of Q2 2026.
Inspirion Wealth Advisors sold 845 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $21K.
First Trust Smith Unconstrained Bond ETF made up 0.02% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #173 holding.
Inspirion Wealth Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2022 and has held it in 17 quarters since.
Inspirion Wealth Advisors's First Trust Smith Unconstrained Bond ETF position peaked at $891K in Q2 2022.
273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.