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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
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 $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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM

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

Apollon Wealth Management increased its US Treasury 10 Year Note ETF (UTEN) stake by 6% in Q1 2026, buying an estimated $154K and bringing the position to 62,260 shares worth $2.71M. The position accounts for 0.04% of the portfolio, ranked #319.

Apollon Wealth Management first reported a position in UTEN in Q3 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold UTEN as of Q1 2026.

  • Apollon Wealth Management held 62,260 shares of US Treasury 10 Year Note ETF worth $2.71M as of Q1 2026.
  • Apollon Wealth Management bought 3,500 US Treasury 10 Year Note ETF shares in Q1 2026, an estimated $154K.
  • US Treasury 10 Year Note ETF made up 0.04% of Apollon Wealth Management's portfolio in Q1 2026, its #319 holding.
  • Apollon Wealth Management first reported a position in US Treasury 10 Year Note ETF in Q3 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.