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

Signal Advisors Wealth’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 Q3	–	Sell	-114,960	Closed	-$5.05M	–	540
2025 Q2	$5.05M	Sell	114,960 -78,868	-41%	-$3.42M	0.39%	72
2025 Q1	$8.51M	Buy	193,828 +74,561	+63%	+$3.21M	0.83%	25
2024 Q4	$5.08M	Sell	119,267 -401	-0.3%	-$17.5K	0.57%	48
2024 Q3	$5.44M	Buy	119,668 +107,316	+869%	+$4.81M	0.78%	30
2024 Q2	$537K	Sell	12,352 -127,123	-91%	-$5.48M	1.17%	20
2024 Q1	$6.14M	Buy	139,475 +73,478	+111%	+$3.25M	1.52%	9
2023 Q4	$2.98M	Buy	+65,997	New	+$2.85M	1.03%	28

Other funds holding UTEN

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

WCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Signal Advisors Wealth's UTEN Position: Q3 2025 in Review

Signal Advisors Wealth sold out of US Treasury 10 Year Note ETF (UTEN) in Q3 2025, closing a stake of 114,960 shares — an estimated $5.05M sold.

Signal Advisors Wealth first reported a position in UTEN in Q4 2023 and held it in 7 quarters. The position peaked at $8.51M in Q1 2025. 39 funds tracked by Wall St. Rank hold UTEN as of Q3 2025.

Signal Advisors Wealth reported no remaining US Treasury 10 Year Note ETF position as of Q3 2025 after selling out during the quarter.
Signal Advisors Wealth sold 114,960 US Treasury 10 Year Note ETF shares in Q3 2025, an estimated $5.05M.
Signal Advisors Wealth first reported a position in US Treasury 10 Year Note ETF in Q4 2023 and held it in 7 quarters.
Signal Advisors Wealth's US Treasury 10 Year Note ETF position peaked at $8.51M in Q1 2025.
39 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q3 2025.

Based on Signal Advisors Wealth's 13F filing for Q3 2025, filed 10 Oct 2025.