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Thurston Springer Miller Herd & Titak’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$5.85K Buy
235
+3
+1% +$75 ﹤0.01% 955
2026
Q1 		$5.76K Buy
232
+2
+0.9% +$50 ﹤0.01% 1025
2025
Q4 		$5.79K Buy
+230
New +$5.8K ﹤0.01% 1071
2025
Q3 		– Sell
-4,889
Closed -$122K – 1306
2025
Q2 		$122K Buy
4,889
+20
+0.4% +$494 0.02% 461
2025
Q1 		$121K Buy
4,869
+2,189
+82% +$54.1K 0.02% 421
2024
Q4 		$66.1K Buy
2,680
+463
+21% +$11.5K 0.01% 468
2024
Q3 		$55.7K Buy
2,217
+3
+0.1% +$75 0.02% 534
2024
Q2 		$54.1K Buy
+2,214
New +$54K 0.02% 542

Other funds holding UCON

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's UCON Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 1.3% in Q2 2026, buying an estimated $75 and bringing the position to 235 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Thurston Springer Miller Herd & Titak first reported a position in UCON in Q2 2024 and has held it in 8 quarters since. The position peaked at $122K in Q2 2025. 111 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 235 shares of First Trust Smith Unconstrained Bond ETF worth $5.85K as of Q2 2026.
  • Thurston Springer Miller Herd & Titak bought 3 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $75.
  • First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #955 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Thurston Springer Miller Herd & Titak's First Trust Smith Unconstrained Bond ETF position peaked at $122K in Q2 2025.
  • 111 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.