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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 $935M AUM 27.19% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return