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

Kestra Private Wealth 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
2025
Q2 		– Sell
-26,418
Closed -$1.16M – 1684
2025
Q1 		$1.16M Buy
+26,418
New +$1.14M 0.02% 626

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EH
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WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Kestra Private Wealth Services's UTEN Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of US Treasury 10 Year Note ETF (UTEN) in Q2 2025, closing a stake of 26,418 shares — an estimated $1.16M sold.

Kestra Private Wealth Services first reported a position in UTEN in Q1 2025 and held it in 1 quarter. The position peaked at $1.16M in Q1 2025. 39 funds tracked by Wall St. Rank hold UTEN as of Q2 2025.

  • Kestra Private Wealth Services reported no remaining US Treasury 10 Year Note ETF position as of Q2 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 26,418 US Treasury 10 Year Note ETF shares in Q2 2025, an estimated $1.16M.
  • Kestra Private Wealth Services first reported a position in US Treasury 10 Year Note ETF in Q1 2025 and held it in 1 quarter.
  • Kestra Private Wealth Services's US Treasury 10 Year Note ETF position peaked at $1.16M in Q1 2025.
  • 39 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.