Janney Montgomery Scott
UTEN icon

Janney Montgomery Scott’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Janney Montgomery Scott’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
2024
Q2 		– Sell
-47,475
Closed -$2.09M – 2817
2024
Q1 		$2.09M Buy
47,475
+21,525
+83% +$951K 0.01% 1142
2023
Q4 		$1.17M Buy
+25,950
New +$1.12M ﹤0.01% 1361

Other funds holding UTEN

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Janney Montgomery Scott's UTEN Position: Q2 2024 in Review

Janney Montgomery Scott sold out of US Treasury 10 Year Note ETF (UTEN) in Q2 2024, closing a stake of 47,475 shares — an estimated $2.09M sold.

Janney Montgomery Scott first reported a position in UTEN in Q4 2023 and held it in 2 quarters. The position peaked at $2.09M in Q1 2024. 31 funds tracked by Wall St. Rank hold UTEN as of Q2 2024.

  • Janney Montgomery Scott reported no remaining US Treasury 10 Year Note ETF position as of Q2 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 47,475 US Treasury 10 Year Note ETF shares in Q2 2024, an estimated $2.09M.
  • Janney Montgomery Scott first reported a position in US Treasury 10 Year Note ETF in Q4 2023 and held it in 2 quarters.
  • Janney Montgomery Scott's US Treasury 10 Year Note ETF position peaked at $2.09M in Q1 2024.
  • 31 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2024.

Based on Janney Montgomery Scott's 13F filing for Q2 2024, filed 25 Jul 2024.