Perspective Wealth Advisors’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Perspective Wealth Advisors’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
2026 Q1	$242K	Sell	5,004 -117	-2%	-$5.68K	0.16%	52
2025 Q4	$249K	Buy	+5,121	New	+$249K	0.18%	50

Other funds holding UTWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Perspective Wealth Advisors's UTWO Position: Q1 2026 in Review

Perspective Wealth Advisors reduced its US Treasury 2 Year Note ETF (UTWO) stake by 2.3% in Q1 2026, selling an estimated $5.68K and leaving 5,004 shares worth $242K. The position accounts for 0.16% of the portfolio, ranked #52.

Perspective Wealth Advisors first reported a position in UTWO in Q4 2025 and has held it in 2 quarters since. The position peaked at $249K in Q4 2025. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

Perspective Wealth Advisors held 5,004 shares of US Treasury 2 Year Note ETF worth $242K as of Q1 2026.
Perspective Wealth Advisors sold 117 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $5.68K.
US Treasury 2 Year Note ETF made up 0.16% of Perspective Wealth Advisors's portfolio in Q1 2026, its #52 holding.
Perspective Wealth Advisors first reported a position in US Treasury 2 Year Note ETF in Q4 2025 and has held it in 2 quarters since.
Perspective Wealth Advisors's US Treasury 2 Year Note ETF position peaked at $249K in Q4 2025.
73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on Perspective Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.