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B. Riley Wealth Advisors’s US Treasury 10 Year Note ETF UTEN Stock Holding History

B. Riley 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
Q3 		– Sell
-44,284
Closed -$1.92M – 1437
2024
Q2 		$1.92M Buy
+44,284
New +$1.91M 0.05% 349
2024
Q1 		– Sell
-149,106
Closed -$6.72M – 1525
2023
Q4 		$6.72M Buy
+149,106
New +$6.45M 0.18% 125

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
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

B. Riley Wealth Advisors's UTEN Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of US Treasury 10 Year Note ETF (UTEN) in Q3 2024, closing a stake of 44,284 shares — an estimated $1.92M sold.

B. Riley Wealth Advisors first reported a position in UTEN in Q4 2023 and held it in 2 quarters. The position peaked at $6.72M in Q4 2023. 34 funds tracked by Wall St. Rank hold UTEN as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining US Treasury 10 Year Note ETF position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 44,284 US Treasury 10 Year Note ETF shares in Q3 2024, an estimated $1.92M.
  • B. Riley Wealth Advisors first reported a position in US Treasury 10 Year Note ETF in Q4 2023 and held it in 2 quarters.
  • B. Riley Wealth Advisors's US Treasury 10 Year Note ETF position peaked at $6.72M in Q4 2023.
  • 34 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.