Aptus Capital Advisors’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Aptus Capital 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
2026 Q3	$121K	Hold	2,550	–	–	﹤0.01%	1212
2026 Q2	$122K	Hold	2,550	–	–	﹤0.01%	1220
2026 Q1	$123K	Hold	2,550	–	–	﹤0.01%	1102
2025 Q4	$124K	Sell	2,550 -39	-2%	-$1.9K	﹤0.01%	1125
2025 Q3	$126K	Sell	2,589 -78	-3%	-$3.78K	﹤0.01%	1072
2025 Q2	$129K	Sell	2,667 -238	-8%	-$11.5K	﹤0.01%	1022
2025 Q1	$141K	Sell	2,905 -128	-4%	-$6.17K	﹤0.01%	955
2024 Q4	$146K	Sell	3,033 -1,046	-26%	-$50.4K	﹤0.01%	943
2024 Q3	$199K	Sell	4,079 -1,577	-28%	-$76.3K	﹤0.01%	770
2024 Q2	$271K	Sell	5,656 -514	-8%	-$24.6K	﹤0.01%	645
2024 Q1	$297K	Buy	+6,170	New	+$297K	0.01%	635

Other funds holding UTWO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $325M AUM 9.79% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

49 Wealth Management Austin, Texas $1.66B AUM 9.74% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $100M AUM 11.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return

Aptus Capital Advisors's UTWO Position: Q3 2026 in Review

Aptus Capital Advisors held its US Treasury 2 Year Note ETF (UTWO) position steady in Q3 2026 at 2,550 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Aptus Capital Advisors first reported a position in UTWO in Q1 2024 and has held it in 11 quarters since. The position peaked at $297K in Q1 2024. 75 funds tracked by Wall St. Rank hold UTWO as of Q3 2026.

Aptus Capital Advisors held 2,550 shares of US Treasury 2 Year Note ETF worth $121K as of Q3 2026.
Aptus Capital Advisors left its US Treasury 2 Year Note ETF share count unchanged in Q3 2026.
US Treasury 2 Year Note ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #1212 holding.
Aptus Capital Advisors first reported a position in US Treasury 2 Year Note ETF in Q1 2024 and has held it in 11 quarters since.
Aptus Capital Advisors's US Treasury 2 Year Note ETF position peaked at $297K in Q1 2024.
75 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.