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Acorn Financial Advisory Services’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Acorn Financial Advisory Services’s Portfolio UTEN Stock Details UTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,132
Closed -$389K – 207
2024
Q4 		$389K Sell
9,132
-10,536
-54% -$460K 0.06% 137
2024
Q3 		$894K Buy
19,668
+2,196
+13% +$98.5K 0.16% 71
2024
Q2 		$759K Buy
17,472
+639
+4% +$27.6K 0.14% 76
2024
Q1 		$741K Buy
16,833
+2,934
+21% +$130K 0.14% 80
2023
Q4 		$627K Buy
+13,899
New +$601K 0.11% 113

Other funds holding UTEN

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Acorn Financial Advisory Services's UTEN Position: Q1 2025 in Review

Acorn Financial Advisory Services sold out of US Treasury 10 Year Note ETF (UTEN) in Q1 2025, closing a stake of 9,132 shares — an estimated $389K sold.

Acorn Financial Advisory Services first reported a position in UTEN in Q4 2023 and held it in 5 quarters. The position peaked at $894K in Q3 2024. 42 funds tracked by Wall St. Rank hold UTEN as of Q1 2025.

  • Acorn Financial Advisory Services reported no remaining US Treasury 10 Year Note ETF position as of Q1 2025 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 9,132 US Treasury 10 Year Note ETF shares in Q1 2025, an estimated $389K.
  • Acorn Financial Advisory Services first reported a position in US Treasury 10 Year Note ETF in Q4 2023 and held it in 5 quarters.
  • Acorn Financial Advisory Services's US Treasury 10 Year Note ETF position peaked at $894K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2025.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2025, filed 29 Apr 2025.