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Financial Advocates Investment Management’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-5,400
Closed -$262K – 573
2025
Q2 		$262K Sell
5,400
-6,816
-56% -$330K 0.02% 530
2025
Q1 		$592K Buy
12,216
+1,006
+9% +$48.5K 0.04% 393
2024
Q4 		$539K Buy
11,210
+1,192
+12% +$57.5K 0.03% 429
2024
Q3 		$488K Buy
+10,018
New +$485K 0.03% 463

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Financial Advocates Investment Management's UTWO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of US Treasury 2 Year Note ETF (UTWO) in Q3 2025, closing a stake of 5,400 shares — an estimated $262K sold.

Financial Advocates Investment Management first reported a position in UTWO in Q3 2024 and held it in 4 quarters. The position peaked at $592K in Q1 2025. 59 funds tracked by Wall St. Rank hold UTWO as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining US Treasury 2 Year Note ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,400 US Treasury 2 Year Note ETF shares in Q3 2025, an estimated $262K.
  • Financial Advocates Investment Management first reported a position in US Treasury 2 Year Note ETF in Q3 2024 and held it in 4 quarters.
  • Financial Advocates Investment Management's US Treasury 2 Year Note ETF position peaked at $592K in Q1 2025.
  • 59 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.