Gradient Investments’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Gradient Investments’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	-662	Closed	-$32K	–	1812
2023 Q4	$32K	Hold	662	–	–	﹤0.01%	626
2023 Q3	$31.7K	Hold	662	–	–	﹤0.01%	593
2023 Q2	$31.9K	Hold	662	–	–	﹤0.01%	598
2023 Q1	$32.5K	Buy	+662	New	+$32.4K	﹤0.01%	577

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gradient Investments's UTWO Position: Q1 2024 in Review

Gradient Investments sold out of US Treasury 2 Year Note ETF (UTWO) in Q1 2024, closing a stake of 662 shares — an estimated $32K sold.

Gradient Investments first reported a position in UTWO in Q1 2023 and held it in 4 quarters. The position peaked at $32.5K in Q1 2023. 57 funds tracked by Wall St. Rank hold UTWO as of Q1 2024.

Gradient Investments reported no remaining US Treasury 2 Year Note ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 662 US Treasury 2 Year Note ETF shares in Q1 2024, an estimated $32K.
Gradient Investments first reported a position in US Treasury 2 Year Note ETF in Q1 2023 and held it in 4 quarters.
Gradient Investments's US Treasury 2 Year Note ETF position peaked at $32.5K in Q1 2023.
57 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.