Royal Fund Management’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Royal Fund Management’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	$202K	Buy	+4,667	New	+$202K	0.02%	273

Other funds holding UTEN

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $879M AUM

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Royal Fund Management's UTEN Position: Q2 2026 in Review

Royal Fund Management opened a new position in US Treasury 10 Year Note ETF (UTEN) in Q2 2026: 4,667 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #273 among its holdings.

13 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

Royal Fund Management held 4,667 shares of US Treasury 10 Year Note ETF worth $202K as of Q2 2026.
US Treasury 10 Year Note ETF was a new Royal Fund Management position in Q2 2026.
US Treasury 10 Year Note ETF made up 0.02% of Royal Fund Management's portfolio in Q2 2026, its #273 holding.
13 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.