Financial Gravity Companies
UTEN icon

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

Financial Gravity Companies’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
Q2 		$20.1K Buy
+457
New +$19.8K ﹤0.01% 451
2024
Q4 		$26.7K Hold
626
– – 0.01% 397
2024
Q3 		$28.5K Buy
+626
New +$28.1K 0.01% 233

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Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MidWestOne Financial Group
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $879M AUM
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return

Financial Gravity Companies's UTEN Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in US Treasury 10 Year Note ETF (UTEN) in Q2 2025: 457 shares worth $20.1K. The stake represents ﹤0.01% of the portfolio and ranks #451 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UTEN as recently as Q4 2024.

Financial Gravity Companies first reported a position in UTEN in Q3 2024 and has held it in 3 quarters since. The position peaked at $28.5K in Q3 2024. 39 funds tracked by Wall St. Rank hold UTEN as of Q2 2025.

  • Financial Gravity Companies held 457 shares of US Treasury 10 Year Note ETF worth $20.1K as of Q2 2025.
  • US Treasury 10 Year Note ETF was a new Financial Gravity Companies position in Q2 2025.
  • US Treasury 10 Year Note ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #451 holding.
  • Financial Gravity Companies first reported a position in US Treasury 10 Year Note ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's US Treasury 10 Year Note ETF position peaked at $28.5K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.