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Perspective Wealth Advisors’s US Treasury 3 Year Note ETF UTRE Stock Holding History

Perspective Wealth Advisors’s Portfolio UTRE Stock Details UTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,065
Closed -$201K – 75
2026
Q1 		$201K Buy
4,065
+7
+0.2% +$349 0.13% 55
2025
Q4 		$202K Buy
+4,058
New +$202K 0.14% 55

Other funds holding UTRE

CCM
Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perspective Wealth Advisors's UTRE Position: Q2 2026 in Review

Perspective Wealth Advisors sold out of US Treasury 3 Year Note ETF (UTRE) in Q2 2026, closing a stake of 4,065 shares — an estimated $201K sold.

Perspective Wealth Advisors first reported a position in UTRE in Q4 2025 and held it in 2 quarters. The position peaked at $202K in Q4 2025. 8 funds tracked by Wall St. Rank hold UTRE as of Q2 2026.

  • Perspective Wealth Advisors reported no remaining US Treasury 3 Year Note ETF position as of Q2 2026 after selling out during the quarter.
  • Perspective Wealth Advisors sold 4,065 US Treasury 3 Year Note ETF shares in Q2 2026, an estimated $201K.
  • Perspective Wealth Advisors first reported a position in US Treasury 3 Year Note ETF in Q4 2025 and held it in 2 quarters.
  • Perspective Wealth Advisors's US Treasury 3 Year Note ETF position peaked at $202K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held US Treasury 3 Year Note ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.