Cetera Advisors’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Cetera 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
2023 Q3	–	Sell	-5,305	Closed	-$256K	–	1804
2023 Q2	$256K	Hold	5,305	–	–	﹤0.01%	1382
2023 Q1	$261K	Buy	5,305 +400	+8%	+$19.6K	﹤0.01%	1355
2022 Q4	$239K	Buy	+4,905	New	+$240K	﹤0.01%	1350

Other funds holding UTWO

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 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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Cetera Advisors's UTWO Position: Q3 2023 in Review

Cetera Advisors sold out of US Treasury 2 Year Note ETF (UTWO) in Q3 2023, closing a stake of 5,305 shares — an estimated $256K sold.

Cetera Advisors first reported a position in UTWO in Q4 2022 and held it in 3 quarters. The position peaked at $261K in Q1 2023. 45 funds tracked by Wall St. Rank hold UTWO as of Q3 2023.

Cetera Advisors reported no remaining US Treasury 2 Year Note ETF position as of Q3 2023 after selling out during the quarter.
Cetera Advisors sold 5,305 US Treasury 2 Year Note ETF shares in Q3 2023, an estimated $256K.
Cetera Advisors first reported a position in US Treasury 2 Year Note ETF in Q4 2022 and held it in 3 quarters.
Cetera Advisors's US Treasury 2 Year Note ETF position peaked at $261K in Q1 2023.
45 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2023.

Based on Cetera Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.