Wealthcare Advisory Partners’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Wealthcare Advisory Partners’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	$1.09M	Sell	25,346 -38,552	-60%	-$1.67M	0.02%	494
2026 Q1	$2.79M	Buy	63,898 +52,916	+482%	+$2.33M	0.05%	291
2025 Q4	$484K	Sell	10,982 -769	-7%	-$34.1K	0.01%	704
2025 Q3	$520K	Sell	11,751 -843	-7%	-$36.9K	0.01%	667
2025 Q2	$553K	Sell	12,594 -2,235	-15%	-$96.9K	0.01%	618
2025 Q1	$651K	Buy	14,829 +265	+2%	+$11.4K	0.02%	533
2024 Q4	$620K	Sell	14,564 -5,216	-26%	-$228K	0.02%	525
2024 Q3	$899K	Sell	19,780 -1,140	-5%	-$51.1K	0.03%	447
2024 Q2	$909K	Buy	20,920 +1,719	+9%	+$74.1K	0.03%	410
2024 Q1	$846K	Sell	19,201 -3,172	-14%	-$140K	0.03%	415
2023 Q4	$1.01M	Buy	+22,373	New	+$967K	0.04%	312

Other funds holding UTEN

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 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

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return