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Focused Wealth Management’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Focused Wealth 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
2023
Q1 		– Sell
-6
Closed -$272 – 1151
2022
Q4 		$272 Buy
+6
New +$274 ﹤0.01% 1002

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EAM
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AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Focused Wealth Management's UTEN Position: Q1 2023 in Review

Focused Wealth Management sold out of US Treasury 10 Year Note ETF (UTEN) in Q1 2023, closing a stake of 6 shares — an estimated $272 sold.

Focused Wealth Management first reported a position in UTEN in Q4 2022 and held it in 1 quarter. The position peaked at $272 in Q4 2022. 11 funds tracked by Wall St. Rank hold UTEN as of Q1 2023.

  • Focused Wealth Management reported no remaining US Treasury 10 Year Note ETF position as of Q1 2023 after selling out during the quarter.
  • Focused Wealth Management sold 6 US Treasury 10 Year Note ETF shares in Q1 2023, an estimated $272.
  • Focused Wealth Management first reported a position in US Treasury 10 Year Note ETF in Q4 2022 and held it in 1 quarter.
  • Focused Wealth Management's US Treasury 10 Year Note ETF position peaked at $272 in Q4 2022.
  • 11 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.