Lido Advisors’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Lido 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
2024 Q1	–	Sell	-250,339	Closed	-$11.3M	–	1473
2023 Q4	$11.3M	Buy	+250,339	New	+$10.8M	0.08%	143

Other funds holding UTEN

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors's UTEN Position: Q1 2024 in Review

Lido Advisors sold out of US Treasury 10 Year Note ETF (UTEN) in Q1 2024, closing a stake of 250,339 shares — an estimated $11.3M sold.

Lido Advisors first reported a position in UTEN in Q4 2023 and held it in 1 quarter. The position peaked at $11.3M in Q4 2023. 27 funds tracked by Wall St. Rank hold UTEN as of Q1 2024.

Lido Advisors reported no remaining US Treasury 10 Year Note ETF position as of Q1 2024 after selling out during the quarter.
Lido Advisors sold 250,339 US Treasury 10 Year Note ETF shares in Q1 2024, an estimated $11.3M.
Lido Advisors first reported a position in US Treasury 10 Year Note ETF in Q4 2023 and held it in 1 quarter.
Lido Advisors's US Treasury 10 Year Note ETF position peaked at $11.3M in Q4 2023.
27 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2024.

Based on Lido Advisors's 13F filing for Q1 2024, filed 15 May 2024.