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

Stratos 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
2024
Q2 		– Sell
-40,018
Closed -$1.76M – 765
2024
Q1 		$1.76M Sell
40,018
-3,244
-7% -$143K 0.1% 216
2023
Q4 		$1.95M Sell
43,262
-1,259
-3% -$54.4K 0.11% 226
2023
Q3 		$1.91M Buy
44,521
+710
+2% +$31.5K 0.13% 205
2023
Q2 		$1.99M Buy
+43,811
New +$2.03M 0.14% 197

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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 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 $71.6B AUM 21.08% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Stratos Wealth Advisors's UTEN Position: Q2 2024 in Review

Stratos Wealth Advisors sold out of US Treasury 10 Year Note ETF (UTEN) in Q2 2024, closing a stake of 40,018 shares — an estimated $1.76M sold.

Stratos Wealth Advisors first reported a position in UTEN in Q2 2023 and held it in 4 quarters. The position peaked at $1.99M in Q2 2023. 31 funds tracked by Wall St. Rank hold UTEN as of Q2 2024.

  • Stratos Wealth Advisors reported no remaining US Treasury 10 Year Note ETF position as of Q2 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 40,018 US Treasury 10 Year Note ETF shares in Q2 2024, an estimated $1.76M.
  • Stratos Wealth Advisors first reported a position in US Treasury 10 Year Note ETF in Q2 2023 and held it in 4 quarters.
  • Stratos Wealth Advisors's US Treasury 10 Year Note ETF position peaked at $1.99M in Q2 2023.
  • 31 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2024.

Based on Stratos Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.