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Alpha Financial Partners’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Alpha Financial Partners’s Portfolio UTWO Stock Details UTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,329
Closed -$208K – 154
2024
Q2 		$208K Sell
4,329
-1,047
-19% -$50.1K 0.18% 70
2024
Q1 		$259K Buy
5,376
+58
+1% +$2.79K 0.24% 53
2023
Q4 		$257K Sell
5,318
-16,859
-76% -$809K 0.25% 57
2023
Q3 		$1.06M Sell
22,177
-265
-1% -$12.7K 1.23% 15
2023
Q2 		$1.08M Sell
22,442
-1,940
-8% -$94.6K 1.15% 18
2023
Q1 		$1.2M Buy
24,382
+19,740
+425% +$965K 1.35% 14
2022
Q4 		$227K Buy
+4,642
New +$227K 0.27% 76

Other funds holding UTWO

W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

Alpha Financial Partners's UTWO Position: Q3 2024 in Review

Alpha Financial Partners sold out of US Treasury 2 Year Note ETF (UTWO) in Q3 2024, closing a stake of 4,329 shares — an estimated $208K sold.

Alpha Financial Partners first reported a position in UTWO in Q4 2022 and held it in 7 quarters. The position peaked at $1.2M in Q1 2023. 67 funds tracked by Wall St. Rank hold UTWO as of Q3 2024.

  • Alpha Financial Partners reported no remaining US Treasury 2 Year Note ETF position as of Q3 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 4,329 US Treasury 2 Year Note ETF shares in Q3 2024, an estimated $208K.
  • Alpha Financial Partners first reported a position in US Treasury 2 Year Note ETF in Q4 2022 and held it in 7 quarters.
  • Alpha Financial Partners's US Treasury 2 Year Note ETF position peaked at $1.2M in Q1 2023.
  • 67 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2024.

Based on Alpha Financial Partners's 13F filing for Q3 2024, filed 24 Oct 2024.