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Heck Capital Advisors’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Heck Capital Advisors’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
Q4 		– Sell
-103,395
Closed -$4.43M – 204
2023
Q3 		$4.43M Buy
103,395
+2,175
+2% +$96.3K 0.82% 38
2023
Q2 		$4.61M Buy
+101,220
New +$4.69M 0.79% 38

Other funds holding UTEN

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Heck Capital Advisors's UTEN Position: Q4 2023 in Review

Heck Capital Advisors sold out of US Treasury 10 Year Note ETF (UTEN) in Q4 2023, closing a stake of 103,395 shares — an estimated $4.43M sold.

Heck Capital Advisors first reported a position in UTEN in Q2 2023 and held it in 2 quarters. The position peaked at $4.61M in Q2 2023. 25 funds tracked by Wall St. Rank hold UTEN as of Q4 2023.

  • Heck Capital Advisors reported no remaining US Treasury 10 Year Note ETF position as of Q4 2023 after selling out during the quarter.
  • Heck Capital Advisors sold 103,395 US Treasury 10 Year Note ETF shares in Q4 2023, an estimated $4.43M.
  • Heck Capital Advisors first reported a position in US Treasury 10 Year Note ETF in Q2 2023 and held it in 2 quarters.
  • Heck Capital Advisors's US Treasury 10 Year Note ETF position peaked at $4.61M in Q2 2023.
  • 25 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q4 2023.

Based on Heck Capital Advisors's 13F filing for Q4 2023, filed 19 May 2025.