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

CoreCap 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
Q2 		$811K Buy
16,908
+3,629
+27% +$175K 0.02% 425
2026
Q1 		$641K Buy
13,279
+2,871
+28% +$139K 0.02% 464
2025
Q4 		$505K Buy
10,408
+1,556
+18% +$75.6K 0.02% 505
2025
Q3 		$430K Buy
8,852
+8,488
+2,332% +$411K 0.02% 558
2025
Q2 		$17.7K Buy
+364
New +$17.6K ﹤0.01% 1662

Other funds holding UTWO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OG
Odyssey Group Lancaster, Pennsylvania $369M AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

CoreCap Advisors's UTWO Position: Q2 2026 in Review

CoreCap Advisors increased its US Treasury 2 Year Note ETF (UTWO) stake by 27% in Q2 2026, buying an estimated $175K and bringing the position to 16,908 shares worth $811K. The position accounts for 0.02% of the portfolio, ranked #425.

CoreCap Advisors first reported a position in UTWO in Q2 2025 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • CoreCap Advisors held 16,908 shares of US Treasury 2 Year Note ETF worth $811K as of Q2 2026.
  • CoreCap Advisors bought 3,629 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $175K.
  • US Treasury 2 Year Note ETF made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #425 holding.
  • CoreCap Advisors first reported a position in US Treasury 2 Year Note ETF in Q2 2025 and has held it in 5 quarters since.
  • 78 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.