Cetera Investment Advisers’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Cetera Investment Advisers’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	$365K	Sell	7,557 -171	-2%	-$8.3K	﹤0.01%	3812
2025 Q4	$375K	Sell	7,728 -282	-4%	-$13.7K	﹤0.01%	3690
2025 Q3	$389K	Sell	8,010 -4	-0%	-$194	﹤0.01%	3594
2025 Q2	$389K	Sell	8,014 -2,261	-22%	-$109K	﹤0.01%	3168
2025 Q1	$498K	Buy	10,275 +5,043	+96%	+$243K	﹤0.01%	2847
2024 Q4	$251K	Sell	5,232 -86	-2%	-$4.15K	﹤0.01%	3249
2024 Q3	$259K	Sell	5,318 -604	-10%	-$29.2K	﹤0.01%	3191
2024 Q2	$284K	Sell	5,922 -4,654	-44%	-$223K	﹤0.01%	3079
2024 Q1	$509K	Buy	+10,576	New	+$510K	﹤0.01%	2590

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

Cetera Investment Advisers's UTWO Position: Q1 2026 in Review

Cetera Investment Advisers reduced its US Treasury 2 Year Note ETF (UTWO) stake by 2.2% in Q1 2026, selling an estimated $8.3K and leaving 7,557 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #3812.

Cetera Investment Advisers first reported a position in UTWO in Q1 2024 and has held it in 9 quarters since. The position peaked at $509K in Q1 2024. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

Cetera Investment Advisers held 7,557 shares of US Treasury 2 Year Note ETF worth $365K as of Q1 2026.
Cetera Investment Advisers sold 171 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $8.3K.
US Treasury 2 Year Note ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3812 holding.
Cetera Investment Advisers first reported a position in US Treasury 2 Year Note ETF in Q1 2024 and has held it in 9 quarters since.
Cetera Investment Advisers's US Treasury 2 Year Note ETF position peaked at $509K in Q1 2024.
73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.