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 Q3	–	Sell	-1,500	Closed	-$65K	–	1736
2026 Q2	$65K	Buy	+1,500	New	+$65K	﹤0.01%	939

Other funds holding UTEN

SWM

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

HWA

HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

CX Institutional's UTEN Position: Q3 2026 in Review

CX Institutional sold out of US Treasury 10 Year Note ETF (UTEN) in Q3 2026, closing a stake of 1,500 shares — an estimated $65K sold.

CX Institutional first reported a position in UTEN in Q2 2026 and held it in 1 quarter. The position peaked at $65K in Q2 2026. 4 funds tracked by Wall St. Rank hold UTEN as of Q3 2026.

CX Institutional reported no remaining US Treasury 10 Year Note ETF position as of Q3 2026 after selling out during the quarter.
CX Institutional sold 1,500 US Treasury 10 Year Note ETF shares in Q3 2026, an estimated $65K.
CX Institutional first reported a position in US Treasury 10 Year Note ETF in Q2 2026 and held it in 1 quarter.
CX Institutional's US Treasury 10 Year Note ETF position peaked at $65K in Q2 2026.
4 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.