CX Institutional’s US Treasury 10 Year Note ETF UTEN Stock Holding History

CX Institutional’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	$65K	Buy	+1,500	New	+$65K	﹤0.01%	939

Other funds holding UTEN

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

CX Institutional's UTEN Position: Q2 2026 in Review

CX Institutional opened a new position in US Treasury 10 Year Note ETF (UTEN) in Q2 2026: 1,500 shares worth $65K. The stake represents ﹤0.01% of the portfolio and ranks #939 among its holdings.

54 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

CX Institutional held 1,500 shares of US Treasury 10 Year Note ETF worth $65K as of Q2 2026.
US Treasury 10 Year Note ETF was a new CX Institutional position in Q2 2026.
US Treasury 10 Year Note ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #939 holding.
54 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.