Simplex Trading
UTEN icon

Simplex Trading’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Simplex Trading’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
2024
Q4 		– Sell
-173
Closed -$7K – 9702
2024
Q3 		$7K Sell
173
-225
-57% -$10.1K ﹤0.01% 7468
2024
Q2 		$17K Sell
398
-199
-33% -$8.58K ﹤0.01% 7054
2024
Q1 		$26K Sell
597
-286
-32% -$12.6K ﹤0.01% 6891
2023
Q4 		$39K Buy
883
+753
+579% +$32.6K ﹤0.01% 6336
2023
Q3 		$5K Buy
+130
New +$5.76K ﹤0.01% 7701
2023
Q2 		– Sell
-480
Closed -$22K – 10009
2023
Q1 		$22K Buy
480
+180
+60% +$8.31K ﹤0.01% 6837
2022
Q4 		$13K Buy
+300
New +$13.7K ﹤0.01% 7315

Other funds holding UTEN

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
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplex Trading's UTEN Position: Q4 2024 in Review

Simplex Trading sold out of US Treasury 10 Year Note ETF (UTEN) in Q4 2024, closing a stake of 173 shares — an estimated $7K sold.

Simplex Trading first reported a position in UTEN in Q4 2022 and held it in 7 quarters. The position peaked at $39K in Q4 2023. 32 funds tracked by Wall St. Rank hold UTEN as of Q4 2024.

  • Simplex Trading reported no remaining US Treasury 10 Year Note ETF position as of Q4 2024 after selling out during the quarter.
  • Simplex Trading sold 173 US Treasury 10 Year Note ETF shares in Q4 2024, an estimated $7K.
  • Simplex Trading first reported a position in US Treasury 10 Year Note ETF in Q4 2022 and held it in 7 quarters.
  • Simplex Trading's US Treasury 10 Year Note ETF position peaked at $39K in Q4 2023.
  • 32 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q4 2024.

Based on Simplex Trading's 13F filing for Q4 2024, filed 11 Feb 2025.