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Atria Wealth Solutions’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-10,095
Closed -$443K – 1909
2025
Q1 		$443K Sell
10,095
-275
-3% -$11.8K 0.01% 1256
2024
Q4 		$442K Sell
10,370
-319
-3% -$13.9K ﹤0.01% 1337
2024
Q3 		$486K Sell
10,689
-107
-1% -$4.8K 0.01% 1263
2024
Q2 		$469K Buy
+10,796
New +$466K 0.01% 1271

Other funds holding UTEN

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return

Atria Wealth Solutions's UTEN Position: Q2 2025 in Review

Atria Wealth Solutions sold out of US Treasury 10 Year Note ETF (UTEN) in Q2 2025, closing a stake of 10,095 shares — an estimated $443K sold.

Atria Wealth Solutions first reported a position in UTEN in Q2 2024 and held it in 4 quarters. The position peaked at $486K in Q3 2024. 39 funds tracked by Wall St. Rank hold UTEN as of Q2 2025.

  • Atria Wealth Solutions reported no remaining US Treasury 10 Year Note ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,095 US Treasury 10 Year Note ETF shares in Q2 2025, an estimated $443K.
  • Atria Wealth Solutions first reported a position in US Treasury 10 Year Note ETF in Q2 2024 and held it in 4 quarters.
  • Atria Wealth Solutions's US Treasury 10 Year Note ETF position peaked at $486K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.