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Avior Wealth Management’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Avior Wealth Management’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
2023
Q3 		– Sell
-1,029
Closed -$49.7K – 1677
2023
Q2 		$49.7K Buy
1,029
+10
+1% +$488 ﹤0.01% 760
2023
Q1 		$50.1K Buy
1,019
+11
+1% +$538 ﹤0.01% 767
2022
Q4 		$49.2K Buy
1,008
+8
+0.8% +$392 ﹤0.01% 631
2022
Q3 		$49K Buy
+1,000
New +$49.6K ﹤0.01% 610

Other funds holding UTWO

W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Avior Wealth Management's UTWO Position: Q3 2023 in Review

Avior Wealth Management sold out of US Treasury 2 Year Note ETF (UTWO) in Q3 2023, closing a stake of 1,029 shares — an estimated $49.7K sold.

Avior Wealth Management first reported a position in UTWO in Q3 2022 and held it in 4 quarters. The position peaked at $50.1K in Q1 2023. 45 funds tracked by Wall St. Rank hold UTWO as of Q3 2023.

  • Avior Wealth Management reported no remaining US Treasury 2 Year Note ETF position as of Q3 2023 after selling out during the quarter.
  • Avior Wealth Management sold 1,029 US Treasury 2 Year Note ETF shares in Q3 2023, an estimated $49.7K.
  • Avior Wealth Management first reported a position in US Treasury 2 Year Note ETF in Q3 2022 and held it in 4 quarters.
  • Avior Wealth Management's US Treasury 2 Year Note ETF position peaked at $50.1K in Q1 2023.
  • 45 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2023.

Based on Avior Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.