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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
Q2 		– Sell
-5,004
Closed -$242K – 76
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OG
Odyssey Group Lancaster, Pennsylvania $369M AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

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

Perspective Wealth Advisors sold out of US Treasury 2 Year Note ETF (UTWO) in Q2 2026, closing a stake of 5,004 shares — an estimated $242K sold.

Perspective Wealth Advisors first reported a position in UTWO in Q4 2025 and held it in 2 quarters. The position peaked at $249K in Q4 2025. 77 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • Perspective Wealth Advisors reported no remaining US Treasury 2 Year Note ETF position as of Q2 2026 after selling out during the quarter.
  • Perspective Wealth Advisors sold 5,004 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $242K.
  • Perspective Wealth Advisors first reported a position in US Treasury 2 Year Note ETF in Q4 2025 and held it in 2 quarters.
  • Perspective Wealth Advisors's US Treasury 2 Year Note ETF position peaked at $249K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

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