Belpointe Asset Management’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-466	Closed	-$22.9K	–	3257
2023 Q1	$22.9K	Sell	466 -260	-36%	-$12.7K	﹤0.01%	2235
2022 Q4	$35.4K	Buy	+726	New	+$35.6K	﹤0.01%	1820

Other funds holding UTWO

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

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Belpointe Asset Management's UTWO Position: Q2 2023 in Review

Belpointe Asset Management sold out of US Treasury 2 Year Note ETF (UTWO) in Q2 2023, closing a stake of 466 shares — an estimated $22.9K sold.

Belpointe Asset Management first reported a position in UTWO in Q4 2022 and held it in 2 quarters. The position peaked at $35.4K in Q4 2022. 41 funds tracked by Wall St. Rank hold UTWO as of Q2 2023.

Belpointe Asset Management reported no remaining US Treasury 2 Year Note ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 466 US Treasury 2 Year Note ETF shares in Q2 2023, an estimated $22.9K.
Belpointe Asset Management first reported a position in US Treasury 2 Year Note ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's US Treasury 2 Year Note ETF position peaked at $35.4K in Q4 2022.
41 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.