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Money Concepts Capital’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-1,880
Closed -$91.8K – 2780
2022
Q4 		$91.8K Buy
+1,880
New +$92.1K ﹤0.01% 1006

Other funds holding UTWO

W
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BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Money Concepts Capital's UTWO Position: Q1 2023 in Review

Money Concepts Capital sold out of US Treasury 2 Year Note ETF (UTWO) in Q1 2023, closing a stake of 1,880 shares — an estimated $91.8K sold.

Money Concepts Capital first reported a position in UTWO in Q4 2022 and held it in 1 quarter. The position peaked at $91.8K in Q4 2022. 38 funds tracked by Wall St. Rank hold UTWO as of Q1 2023.

  • Money Concepts Capital reported no remaining US Treasury 2 Year Note ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,880 US Treasury 2 Year Note ETF shares in Q1 2023, an estimated $91.8K.
  • Money Concepts Capital first reported a position in US Treasury 2 Year Note ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's US Treasury 2 Year Note ETF position peaked at $91.8K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.