FWM
UTEN icon

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

Foguth 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
2026
Q1 		$3.1M Sell
71,729
-33,659
-32% -$1.48M 0.36% 56
2025
Q4 		$4.64M Buy
+105,388
New +$4.68M 0.72% 48
2025
Q2 		$5.15M Sell
117,276
-85,285
-42% -$3.7M 1.1% 28
2025
Q1 		$8.89M Sell
202,561
-678
-0.3% -$29.2K 2.16% 13
2024
Q4 		$8.64M Buy
203,239
+83,709
+70% +$3.65M 2.26% 12
2024
Q3 		$5.32M Sell
119,530
-75,845
-39% -$3.4M 1.93% 16
2024
Q2 		$8.49M Buy
195,375
+55,900
+40% +$2.41M 3.74% 6
2024
Q1 		$6.14M Buy
+139,475
New +$6.16M 3.29% 4

Other funds holding UTEN

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return