DAS
UTWO icon

Dynamic Advisor Solutions’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Dynamic Advisor Solutions’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
Q1 		– Sell
-39,939
Closed -$1.93M – 966
2023
Q4 		$1.93M Buy
+39,939
New +$1.92M 0.07% 290

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dynamic Advisor Solutions's UTWO Position: Q1 2024 in Review

Dynamic Advisor Solutions sold out of US Treasury 2 Year Note ETF (UTWO) in Q1 2024, closing a stake of 39,939 shares — an estimated $1.93M sold.

Dynamic Advisor Solutions first reported a position in UTWO in Q4 2023 and held it in 1 quarter. The position peaked at $1.93M in Q4 2023. 57 funds tracked by Wall St. Rank hold UTWO as of Q1 2024.

  • Dynamic Advisor Solutions reported no remaining US Treasury 2 Year Note ETF position as of Q1 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 39,939 US Treasury 2 Year Note ETF shares in Q1 2024, an estimated $1.93M.
  • Dynamic Advisor Solutions first reported a position in US Treasury 2 Year Note ETF in Q4 2023 and held it in 1 quarter.
  • Dynamic Advisor Solutions's US Treasury 2 Year Note ETF position peaked at $1.93M in Q4 2023.
  • 57 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2024, filed 12 Apr 2024.