SEC 13F Intelligence

Wealth Advisory Team LLC / UCON

Wealth Advisory Team LLC’s First Tr Exchng Traded Fd Vi Position

Does Wealth Advisory Team LLC own First Tr Exchng Traded Fd Vi (UCON)? Yes314.1K shares worth $8M (+6.99% of its 13F portfolio) as of Q4 2025, down from 314.7K shares the prior filed quarter.

Position Value
$8M
Q4 2025
Shares
314.1K
% of Portfolio
+6.99%
Quarters Held
2
currently held

Position History UCON

Reported value by quarter
Q2 ’25: $8MQ2 ’25Q4 ’25: $8MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025314.1K$8M+6.99%
Q2 2025314.7K$8M+7.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealth Advisory Team LLC’s full portfolio or all institutional holders of UCON.