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

Stratos 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
2024
Q2 		– Sell
-100,294
Closed -$4.82M – 766
2024
Q1 		$4.82M Sell
100,294
-310
-0.3% -$14.9K 0.29% 86
2023
Q4 		$4.86M Sell
100,604
-3,522
-3% -$169K 0.28% 107
2023
Q3 		$4.99M Buy
104,126
+1,150
+1% +$55.3K 0.33% 85
2023
Q2 		$4.97M Buy
102,976
+95,911
+1,358% +$4.68M 0.35% 76
2023
Q1 		$347K Buy
+7,065
New +$345K 0.03% 474

Other funds holding UTWO

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return

Stratos Wealth Advisors's UTWO Position: Q2 2024 in Review

Stratos Wealth Advisors sold out of US Treasury 2 Year Note ETF (UTWO) in Q2 2024, closing a stake of 100,294 shares — an estimated $4.82M sold.

Stratos Wealth Advisors first reported a position in UTWO in Q1 2023 and held it in 5 quarters. The position peaked at $4.99M in Q3 2023. 56 funds tracked by Wall St. Rank hold UTWO as of Q2 2024.

  • Stratos Wealth Advisors reported no remaining US Treasury 2 Year Note ETF position as of Q2 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 100,294 US Treasury 2 Year Note ETF shares in Q2 2024, an estimated $4.82M.
  • Stratos Wealth Advisors first reported a position in US Treasury 2 Year Note ETF in Q1 2023 and held it in 5 quarters.
  • Stratos Wealth Advisors's US Treasury 2 Year Note ETF position peaked at $4.99M in Q3 2023.
  • 56 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2024.

Based on Stratos Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.