Atria Investments’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Atria Investments’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
2025 Q2	–	Sell	-75,709	Closed	-$3.67M	–	2081
2025 Q1	$3.67M	Buy	75,709 +780	+1%	+$37.6K	0.05%	466
2024 Q4	$3.6M	Buy	74,929 +9,414	+14%	+$454K	0.04%	455
2024 Q3	$3.19M	Buy	65,515 +8,753	+15%	+$424K	0.04%	504
2024 Q2	$2.72M	Buy	56,762 +13,214	+30%	+$632K	0.04%	538
2024 Q1	$2.09M	Buy	43,548 +4,745	+12%	+$229K	0.03%	635
2023 Q4	$1.88M	Buy	38,803 +3,515	+10%	+$169K	0.03%	624
2023 Q3	$1.69M	Buy	+35,288	New	+$1.7M	0.03%	639

Other funds holding UTWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Atria Investments's UTWO Position: Q2 2025 in Review

Atria Investments sold out of US Treasury 2 Year Note ETF (UTWO) in Q2 2025, closing a stake of 75,709 shares — an estimated $3.67M sold.

Atria Investments first reported a position in UTWO in Q3 2023 and held it in 7 quarters. The position peaked at $3.67M in Q1 2025. 60 funds tracked by Wall St. Rank hold UTWO as of Q2 2025.

Atria Investments reported no remaining US Treasury 2 Year Note ETF position as of Q2 2025 after selling out during the quarter.
Atria Investments sold 75,709 US Treasury 2 Year Note ETF shares in Q2 2025, an estimated $3.67M.
Atria Investments first reported a position in US Treasury 2 Year Note ETF in Q3 2023 and held it in 7 quarters.
Atria Investments's US Treasury 2 Year Note ETF position peaked at $3.67M in Q1 2025.
60 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.