Advocacy Wealth Management Services’s US Treasury 20 Year Bond ETF UTWY Stock Holding History

Advocacy Wealth Management Services’s Portfolio UTWY Stock Details UTWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$504K	Buy	+11,800	New	+$503K	0.02%	130

Other funds holding UTWY

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Advocacy Wealth Management Services's UTWY Position: Q2 2026 in Review

Advocacy Wealth Management Services opened a new position in US Treasury 20 Year Bond ETF (UTWY) in Q2 2026: 11,800 shares worth $504K. The stake represents 0.02% of the portfolio and ranks #130 among its holdings.

6 funds tracked by Wall St. Rank hold UTWY as of Q2 2026.

Advocacy Wealth Management Services held 11,800 shares of US Treasury 20 Year Bond ETF worth $504K as of Q2 2026.
US Treasury 20 Year Bond ETF was a new Advocacy Wealth Management Services position in Q2 2026.
US Treasury 20 Year Bond ETF made up 0.02% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #130 holding.
6 funds tracked by Wall St. Rank held US Treasury 20 Year Bond ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.