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

Apollon 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
Q2 		$2.69M Hold
62,260
– – 0.03% 431
2026
Q1 		$2.71M Buy
62,260
+3,500
+6% +$154K 0.04% 319
2025
Q4 		$2.59M Buy
58,760
+11,360
+24% +$504K 0.04% 317
2025
Q3 		$2.1M Buy
+47,400
New +$2.07M 0.04% 370

Other funds holding UTEN

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Apollon Wealth Management's UTEN Position: Q2 2026 in Review

Apollon Wealth Management held its US Treasury 10 Year Note ETF (UTEN) position steady in Q2 2026 at 62,260 shares worth $2.69M. The position accounts for 0.03% of the portfolio, ranked #431.

Apollon Wealth Management first reported a position in UTEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.71M in Q1 2026. 54 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

  • Apollon Wealth Management held 62,260 shares of US Treasury 10 Year Note ETF worth $2.69M as of Q2 2026.
  • Apollon Wealth Management left its US Treasury 10 Year Note ETF share count unchanged in Q2 2026.
  • US Treasury 10 Year Note ETF made up 0.03% of Apollon Wealth Management's portfolio in Q2 2026, its #431 holding.
  • Apollon Wealth Management first reported a position in US Treasury 10 Year Note ETF in Q3 2025 and has held it in 4 quarters since.
  • Apollon Wealth Management's US Treasury 10 Year Note ETF position peaked at $2.71M in Q1 2026.
  • 54 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.