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Financial Gravity Asset Management’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Financial Gravity Asset Management’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
Q4 		– Sell
-399
Closed -$17.6K – 933
2025
Q3 		$17.6K Buy
+399
New +$17.5K ﹤0.01% 454
2025
Q1 		$20.7K Buy
+471
New +$20.3K ﹤0.01% 472
2024
Q2 		$72.1K Buy
+1,659
New +$71.6K 0.02% 216

Other funds holding UTEN

LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Financial Gravity Asset Management's UTEN Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of US Treasury 10 Year Note ETF (UTEN) in Q4 2025, closing a stake of 399 shares — an estimated $17.6K sold.

Financial Gravity Asset Management first reported a position in UTEN in Q2 2024 and held it in 3 quarters. The position peaked at $72.1K in Q2 2024. 47 funds tracked by Wall St. Rank hold UTEN as of Q4 2025.

  • Financial Gravity Asset Management reported no remaining US Treasury 10 Year Note ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Gravity Asset Management sold 399 US Treasury 10 Year Note ETF shares in Q4 2025, an estimated $17.6K.
  • Financial Gravity Asset Management first reported a position in US Treasury 10 Year Note ETF in Q2 2024 and held it in 3 quarters.
  • Financial Gravity Asset Management's US Treasury 10 Year Note ETF position peaked at $72.1K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.