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 Q2	$624K	Buy	14,441 +143	+1%	+$6.19K	0.01%	934
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 $16.7B AUM 24.23% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

J.W. Cole Advisors's UTEN Position: Q2 2026 in Review

J.W. Cole Advisors increased its US Treasury 10 Year Note ETF (UTEN) stake by 1% in Q2 2026, buying an estimated $6.19K and bringing the position to 14,441 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #934.

J.W. Cole Advisors first reported a position in UTEN in Q4 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

J.W. Cole Advisors held 14,441 shares of US Treasury 10 Year Note ETF worth $624K as of Q2 2026.
J.W. Cole Advisors bought 143 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $6.19K.
US Treasury 10 Year Note ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #934 holding.
J.W. Cole Advisors first reported a position in US Treasury 10 Year Note ETF in Q4 2024 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.