Crew Capital Management’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Crew Capital Management’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	$269K	Buy	5,684 +251	+5%	+$12K	0.14%	99
2026 Q2	$261K	Buy	+5,433	New	+$262K	0.14%	99
2023 Q1	–	Sell	-5,110	Closed	-$249K	–	100
2022 Q4	$249K	Buy	+5,110	New	+$250K	0.36%	79

Other funds holding UTWO

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

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

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return

KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

Crew Capital Management's UTWO Position: Q3 2026 in Review

Crew Capital Management increased its US Treasury 2 Year Note ETF (UTWO) stake by 4.6% in Q3 2026, buying an estimated $12K and bringing the position to 5,684 shares worth $269K. The position accounts for 0.14% of the portfolio, ranked #99.

Crew Capital Management first reported a position in UTWO in Q4 2022 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold UTWO as of Q3 2026.

Crew Capital Management held 5,684 shares of US Treasury 2 Year Note ETF worth $269K as of Q3 2026.
Crew Capital Management bought 251 US Treasury 2 Year Note ETF shares in Q3 2026, an estimated $12K.
US Treasury 2 Year Note ETF made up 0.14% of Crew Capital Management's portfolio in Q3 2026, its #99 holding.
Crew Capital Management first reported a position in US Treasury 2 Year Note ETF in Q4 2022 and has held it in 3 quarters since.
36 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2026.

Based on Crew Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.