Wealth Enhancement Advisory Services’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Wealth Enhancement Advisory Services’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
2025 Q1	–	Sell	-4,742	Closed	-$228K	–	3170
2024 Q4	$228K	Buy	+4,742	New	+$229K	﹤0.01%	2598
2024 Q3	–	Sell	-32,046	Closed	-$1.54M	–	2918
2024 Q2	$1.54M	Sell	32,046 -3,315	-9%	-$158K	﹤0.01%	1095
2024 Q1	$1.7M	Buy	+35,361	New	+$1.7M	﹤0.01%	1007

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

4WM

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

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's UTWO Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of US Treasury 2 Year Note ETF (UTWO) in Q1 2025, closing a stake of 4,742 shares — an estimated $228K sold.

Wealth Enhancement Advisory Services first reported a position in UTWO in Q1 2024 and held it in 3 quarters. The position peaked at $1.7M in Q1 2024. 67 funds tracked by Wall St. Rank hold UTWO as of Q1 2025.

Wealth Enhancement Advisory Services reported no remaining US Treasury 2 Year Note ETF position as of Q1 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 4,742 US Treasury 2 Year Note ETF shares in Q1 2025, an estimated $228K.
Wealth Enhancement Advisory Services first reported a position in US Treasury 2 Year Note ETF in Q1 2024 and held it in 3 quarters.
Wealth Enhancement Advisory Services's US Treasury 2 Year Note ETF position peaked at $1.7M in Q1 2024.
67 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.