Avantax Advisory Services’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Avantax Advisory Services’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	$207K	Sell	4,265 -1,411	-25%	-$68.2K	﹤0.01%	2179
2025 Q1	$275K	Sell	5,676 -205	-3%	-$9.88K	﹤0.01%	1891
2024 Q4	$283K	Sell	5,881 -9,423	-62%	-$454K	﹤0.01%	1821
2024 Q3	$746K	Sell	15,304 -11,670	-43%	-$565K	﹤0.01%	1169
2024 Q2	$1.29M	Sell	26,974 -7,122	-21%	-$341K	0.01%	850
2024 Q1	$1.64M	Buy	34,096 +17,568	+106%	+$846K	0.01%	593
2023 Q4	$799K	Buy	+16,528	New	+$793K	0.01%	801

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

Avantax Advisory Services's UTWO Position: Q2 2025 in Review

Avantax Advisory Services reduced its US Treasury 2 Year Note ETF (UTWO) stake by 25% in Q2 2025, selling an estimated $68.2K and leaving 4,265 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

Avantax Advisory Services first reported a position in UTWO in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.64M in Q1 2024. 60 funds tracked by Wall St. Rank hold UTWO as of Q2 2025.

Avantax Advisory Services held 4,265 shares of US Treasury 2 Year Note ETF worth $207K as of Q2 2025.
Avantax Advisory Services sold 1,411 US Treasury 2 Year Note ETF shares in Q2 2025, an estimated $68.2K.
US Treasury 2 Year Note ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2179 holding.
Avantax Advisory Services first reported a position in US Treasury 2 Year Note ETF in Q4 2023 and has held it in 7 quarters since.
Avantax Advisory Services's US Treasury 2 Year Note ETF position peaked at $1.64M in Q1 2024.
60 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.