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

LVW 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 		$274K Buy
6,346
+850
+15% +$36.8K 0.02% 370
2026
Q1 		$240K Sell
5,496
-12,713
-70% -$560K 0.02% 375
2025
Q4 		$802K Buy
18,209
+6,794
+60% +$302K 0.08% 116
2025
Q3 		$505K Buy
+11,415
New +$500K 0.05% 193

Other funds holding UTEN

EH
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
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

LVW Advisors's UTEN Position: Q2 2026 in Review

LVW Advisors increased its US Treasury 10 Year Note ETF (UTEN) stake by 15% in Q2 2026, buying an estimated $36.8K and bringing the position to 6,346 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #370.

LVW Advisors first reported a position in UTEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $802K in Q4 2025. 54 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

  • LVW Advisors held 6,346 shares of US Treasury 10 Year Note ETF worth $274K as of Q2 2026.
  • LVW Advisors bought 850 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $36.8K.
  • US Treasury 10 Year Note ETF made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #370 holding.
  • LVW Advisors first reported a position in US Treasury 10 Year Note ETF in Q3 2025 and has held it in 4 quarters since.
  • LVW Advisors's US Treasury 10 Year Note ETF position peaked at $802K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.