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Amplius Wealth Advisors’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Amplius Wealth Advisors’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
2024
Q4 		– Sell
-10,107
Closed -$459K – 185
2024
Q3 		$459K Sell
10,107
-239,396
-96% -$10.7M 0.05% 104
2024
Q2 		$10.8M Buy
+249,503
New +$10.8M 1.21% 27

Other funds holding UTEN

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Amplius Wealth Advisors's UTEN Position: Q4 2024 in Review

Amplius Wealth Advisors sold out of US Treasury 10 Year Note ETF (UTEN) in Q4 2024, closing a stake of 10,107 shares — an estimated $459K sold.

Amplius Wealth Advisors first reported a position in UTEN in Q2 2024 and held it in 2 quarters. The position peaked at $10.8M in Q2 2024. 32 funds tracked by Wall St. Rank hold UTEN as of Q4 2024.

  • Amplius Wealth Advisors reported no remaining US Treasury 10 Year Note ETF position as of Q4 2024 after selling out during the quarter.
  • Amplius Wealth Advisors sold 10,107 US Treasury 10 Year Note ETF shares in Q4 2024, an estimated $459K.
  • Amplius Wealth Advisors first reported a position in US Treasury 10 Year Note ETF in Q2 2024 and held it in 2 quarters.
  • Amplius Wealth Advisors's US Treasury 10 Year Note ETF position peaked at $10.8M in Q2 2024.
  • 32 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q4 2024.

Based on Amplius Wealth Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.