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

Twin Peaks Wealth Advisors's UCON Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 7.1% in Q2 2026, buying an estimated $462K and bringing the position to 281,760 shares worth $7.01M. The position accounts for 1.59% of the portfolio, ranked #17.

Twin Peaks Wealth Advisors first reported a position in UCON in Q4 2023 and has held it in 11 quarters since. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

• Twin Peaks Wealth Advisors held 281,760 shares of First Trust Smith Unconstrained Bond ETF worth $7.01M as of Q2 2026.
• Twin Peaks Wealth Advisors bought 18,566 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $462K.
• First Trust Smith Unconstrained Bond ETF made up 1.59% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #17 holding.
• Twin Peaks Wealth Advisors first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2023 and has held it in 11 quarters since.
• 273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.