J.W. Cole Advisors’s US Treasury 10 Year Note ETF UTEN Stock Holding History

J.W. Cole 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
2026 Q1	$623K	Buy	14,298 +139	+1%	+$6.13K	0.02%	479
2025 Q4	$624K	Buy	14,159 +135	+1%	+$5.99K	0.02%	814
2025 Q3	$620K	Buy	14,024 +639	+5%	+$28K	0.01%	912
2025 Q2	$588K	Buy	13,385 +1,142	+9%	+$49.5K	0.01%	862
2025 Q1	$538K	Buy	12,243 +3,112	+34%	+$134K	0.02%	747
2024 Q4	$389K	Buy	+9,131	New	+$399K	0.02%	698

Other funds holding UTEN

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 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

J.W. Cole Advisors's UTEN Position: Q1 2026 in Review

J.W. Cole Advisors increased its US Treasury 10 Year Note ETF (UTEN) stake by 0.98% in Q1 2026, buying an estimated $6.13K and bringing the position to 14,298 shares worth $623K. The position accounts for 0.02% of the portfolio, ranked #479.

J.W. Cole Advisors first reported a position in UTEN in Q4 2024 and has held it in 6 quarters since. The position peaked at $624K in Q4 2025. 51 funds tracked by Wall St. Rank hold UTEN as of Q1 2026.

J.W. Cole Advisors held 14,298 shares of US Treasury 10 Year Note ETF worth $623K as of Q1 2026.
J.W. Cole Advisors bought 139 US Treasury 10 Year Note ETF shares in Q1 2026, an estimated $6.13K.
US Treasury 10 Year Note ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q1 2026, its #479 holding.
J.W. Cole Advisors first reported a position in US Treasury 10 Year Note ETF in Q4 2024 and has held it in 6 quarters since.
J.W. Cole Advisors's US Treasury 10 Year Note ETF position peaked at $624K in Q4 2025.
51 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.