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

SOA Wealth 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	$9.33K	Buy	+216	New	+$9.36K	﹤0.01%	622

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

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 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

SOA Wealth Advisors's UTEN Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in US Treasury 10 Year Note ETF (UTEN) in Q2 2026: 216 shares worth $9.33K. The stake represents ﹤0.01% of the portfolio and ranks #622 among its holdings.

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

SOA Wealth Advisors held 216 shares of US Treasury 10 Year Note ETF worth $9.33K as of Q2 2026.
US Treasury 10 Year Note ETF was a new SOA Wealth Advisors position in Q2 2026.
US Treasury 10 Year Note ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #622 holding.
13 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.