Avantax Advisory Services’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Avantax Advisory Services’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
2023 Q4	–	Sell	-7,569	Closed	-$324K	–	1676
2023 Q3	$324K	Sell	7,569 -13,298	-64%	-$589K	﹤0.01%	1154
2023 Q2	$950K	Sell	20,867 -2,133	-9%	-$98.8K	0.01%	699
2023 Q1	$1.08M	Buy	+23,000	New	+$1.06M	0.01%	647

Other funds holding UTEN

WCM

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

FMI

F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LJAC

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Avantax Advisory Services's UTEN Position: Q4 2023 in Review

Avantax Advisory Services sold out of US Treasury 10 Year Note ETF (UTEN) in Q4 2023, closing a stake of 7,569 shares — an estimated $324K sold.

Avantax Advisory Services first reported a position in UTEN in Q1 2023 and held it in 3 quarters. The position peaked at $1.08M in Q1 2023. 25 funds tracked by Wall St. Rank hold UTEN as of Q4 2023.

Avantax Advisory Services reported no remaining US Treasury 10 Year Note ETF position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 7,569 US Treasury 10 Year Note ETF shares in Q4 2023, an estimated $324K.
Avantax Advisory Services first reported a position in US Treasury 10 Year Note ETF in Q1 2023 and held it in 3 quarters.
Avantax Advisory Services's US Treasury 10 Year Note ETF position peaked at $1.08M in Q1 2023.
25 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.