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

Stratos Wealth Partners’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	$2.34M	Buy	48,496 +37,872	+356%	+$1.84M	0.03%	518
2025 Q4	$516K	Sell	10,624 -3,036	-22%	-$148K	0.01%	1033
2025 Q3	$663K	Buy	13,660 +5,603	+70%	+$271K	0.01%	908
2025 Q2	$391K	Buy	+8,057	New	+$390K	0.01%	1027
2024 Q1	–	Sell	-13,774	Closed	-$666K	–	1455
2023 Q4	$666K	Sell	13,774 -1,406	-9%	-$67.5K	0.01%	769
2023 Q3	$728K	Buy	+15,180	New	+$729K	0.02%	670

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

Stratos Wealth Partners's UTWO Position: Q1 2026 in Review

Stratos Wealth Partners increased its US Treasury 2 Year Note ETF (UTWO) stake by 356% in Q1 2026, buying an estimated $1.84M and bringing the position to 48,496 shares worth $2.34M. The position accounts for 0.03% of the portfolio, ranked #518.

Stratos Wealth Partners first reported a position in UTWO in Q3 2023 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

Stratos Wealth Partners held 48,496 shares of US Treasury 2 Year Note ETF worth $2.34M as of Q1 2026.
Stratos Wealth Partners bought 37,872 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $1.84M.
US Treasury 2 Year Note ETF made up 0.03% of Stratos Wealth Partners's portfolio in Q1 2026, its #518 holding.
Stratos Wealth Partners first reported a position in US Treasury 2 Year Note ETF in Q3 2023 and has held it in 6 quarters since.
73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.