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Kestra Advisory Services’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Kestra Advisory Services’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 		– Sell
-2,585
Closed -$114K – 4349
2025
Q4 		$114K Buy
+2,585
New +$115K ﹤0.01% 3326
2024
Q4 		– Sell
-15,925
Closed -$724K – 2821
2024
Q3 		$724K Buy
15,925
+65
+0.4% +$2.91K ﹤0.01% 1523
2024
Q2 		$689K Buy
15,860
+61
+0.4% +$2.63K ﹤0.01% 1565
2024
Q1 		$696K Sell
15,799
-260
-2% -$11.5K ﹤0.01% 1456
2023
Q4 		$724K Sell
16,059
-272
-2% -$11.8K 0.01% 1294
2023
Q3 		$700K Buy
16,331
+132
+0.8% +$5.85K 0.01% 1180
2023
Q2 		$738K Buy
16,199
+271
+2% +$12.6K 0.01% 1123
2023
Q1 		$746K Buy
15,928
+58
+0.4% +$2.68K 0.01% 1080
2022
Q4 		$719K Buy
15,870
+1,405
+10% +$64.1K 0.01% 1207
2022
Q3 		$663K Buy
+14,465
New +$693K 0.01% 1164

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 $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM

Kestra Advisory Services's UTEN Position: Q1 2026 in Review

Kestra Advisory Services sold out of US Treasury 10 Year Note ETF (UTEN) in Q1 2026, closing a stake of 2,585 shares — an estimated $114K sold.

Kestra Advisory Services first reported a position in UTEN in Q3 2022 and held it in 10 quarters. The position peaked at $746K in Q1 2023. 51 funds tracked by Wall St. Rank hold UTEN as of Q1 2026.

  • Kestra Advisory Services reported no remaining US Treasury 10 Year Note ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,585 US Treasury 10 Year Note ETF shares in Q1 2026, an estimated $114K.
  • Kestra Advisory Services first reported a position in US Treasury 10 Year Note ETF in Q3 2022 and held it in 10 quarters.
  • Kestra Advisory Services's US Treasury 10 Year Note ETF position peaked at $746K in Q1 2023.
  • 51 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.