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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

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return