B. Riley Wealth Advisors’s US Treasury 2 Year Note ETF UTWO Stock Holding History

B. Riley Wealth Advisors’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 Q4	$427K	Sell	8,890 -15,177	-63%	-$732K	0.01%	750
2024 Q3	$1.17M	Sell	24,067 -45,129	-65%	-$2.18M	0.03%	454
2024 Q2	$3.32M	Buy	+69,196	New	+$3.31M	0.08%	224
2024 Q1	–	Sell	-66,216	Closed	-$3.2M	–	1527
2023 Q4	$3.2M	Buy	+66,216	New	+$3.18M	0.09%	241

Other funds holding UTWO

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

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

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

4WM

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

CPBTD

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

B. Riley Wealth Advisors's UTWO Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its US Treasury 2 Year Note ETF (UTWO) stake by 63% in Q4 2024, selling an estimated $732K and leaving 8,890 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #750.

B. Riley Wealth Advisors first reported a position in UTWO in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.32M in Q2 2024. 68 funds tracked by Wall St. Rank hold UTWO as of Q4 2024.

B. Riley Wealth Advisors held 8,890 shares of US Treasury 2 Year Note ETF worth $427K as of Q4 2024.
B. Riley Wealth Advisors sold 15,177 US Treasury 2 Year Note ETF shares in Q4 2024, an estimated $732K.
US Treasury 2 Year Note ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #750 holding.
B. Riley Wealth Advisors first reported a position in US Treasury 2 Year Note ETF in Q4 2023 and has held it in 4 quarters since.
B. Riley Wealth Advisors's US Treasury 2 Year Note ETF position peaked at $3.32M in Q2 2024.
68 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.