AE Wealth Management’s US Treasury 10 Year Note ETF UTEN Stock Holding History

AE Wealth Management’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
2026 Q1	$17.7K	Buy	406 +300	+283%	+$13.2K	﹤0.01%	2177
2025 Q4	$4.67K	Sell	106 -28	-21%	-$1.24K	﹤0.01%	2241
2025 Q3	$5.92K	Sell	134 -22	-14%	-$963	﹤0.01%	2053
2025 Q2	$6.85K	Hold	156	–	–	﹤0.01%	1923
2025 Q1	$6.85K	Sell	156 -61,375	-100%	-$2.64M	﹤0.01%	1900
2024 Q4	$2.62M	Buy	61,531 +5,510	+10%	+$241K	0.02%	477
2024 Q3	$2.55M	Buy	56,021 +2,998	+6%	+$134K	0.02%	464
2024 Q2	$2.3M	Buy	53,023 +3,474	+7%	+$150K	0.02%	485
2024 Q1	$2.18M	Buy	49,549 +33,696	+213%	+$1.49M	0.02%	473
2023 Q4	$702K	Buy	+15,853	New	+$685K	﹤0.01%	1288

Other funds holding UTEN

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

AE Wealth Management's UTEN Position: Q1 2026 in Review

AE Wealth Management increased its US Treasury 10 Year Note ETF (UTEN) stake by 283% in Q1 2026, buying an estimated $13.2K and bringing the position to 406 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

AE Wealth Management first reported a position in UTEN in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.62M in Q4 2024. 51 funds tracked by Wall St. Rank hold UTEN as of Q1 2026.

AE Wealth Management held 406 shares of US Treasury 10 Year Note ETF worth $17.7K as of Q1 2026.
AE Wealth Management bought 300 US Treasury 10 Year Note ETF shares in Q1 2026, an estimated $13.2K.
US Treasury 10 Year Note ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2177 holding.
AE Wealth Management first reported a position in US Treasury 10 Year Note ETF in Q4 2023 and has held it in 10 quarters since.
AE Wealth Management's US Treasury 10 Year Note ETF position peaked at $2.62M in Q4 2024.
51 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.