Brookstone Capital Management’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Brookstone Capital 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	-45,825	Closed	-$2.24M	–	880
2023 Q1	$2.24M	Buy	+45,825	New	+$2.24M	0.04%	302

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

Brookstone Capital Management's UTWO Position: Q2 2023 in Review

Brookstone Capital Management sold out of US Treasury 2 Year Note ETF (UTWO) in Q2 2023, closing a stake of 45,825 shares — an estimated $2.24M sold.

Brookstone Capital Management first reported a position in UTWO in Q1 2023 and held it in 1 quarter. The position peaked at $2.24M in Q1 2023. 41 funds tracked by Wall St. Rank hold UTWO as of Q2 2023.

Brookstone Capital Management reported no remaining US Treasury 2 Year Note ETF position as of Q2 2023 after selling out during the quarter.
Brookstone Capital Management sold 45,825 US Treasury 2 Year Note ETF shares in Q2 2023, an estimated $2.24M.
Brookstone Capital Management first reported a position in US Treasury 2 Year Note ETF in Q1 2023 and held it in 1 quarter.
Brookstone Capital Management's US Treasury 2 Year Note ETF position peaked at $2.24M in Q1 2023.
41 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2023.

Based on Brookstone Capital Management's 13F filing for Q2 2023, filed 11 Jul 2023.