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

Wingate 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
2025 Q1	–	Sell	-2,603	Closed	-$125K	–	426
2024 Q4	$125K	Buy	+2,603	New	+$126K	0.12%	124

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

Wingate Wealth Advisors's UTWO Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of US Treasury 2 Year Note ETF (UTWO) in Q1 2025, closing a stake of 2,603 shares — an estimated $125K sold.

Wingate Wealth Advisors first reported a position in UTWO in Q4 2024 and held it in 1 quarter. The position peaked at $125K in Q4 2024. 67 funds tracked by Wall St. Rank hold UTWO as of Q1 2025.

Wingate Wealth Advisors reported no remaining US Treasury 2 Year Note ETF position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 2,603 US Treasury 2 Year Note ETF shares in Q1 2025, an estimated $125K.
Wingate Wealth Advisors first reported a position in US Treasury 2 Year Note ETF in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's US Treasury 2 Year Note ETF position peaked at $125K in Q4 2024.
67 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.