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HighPoint Advisor Group’s US Treasury 2 Year Note ETF UTWO Stock Holding History

HighPoint Advisor Group’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 		$824K Sell
17,182
-5,176
-23% -$249K 0.03% 357
2026
Q1 		$1.08M Buy
22,358
+8,400
+60% +$408K 0.05% 285
2025
Q4 		$678K Buy
+13,958
New +$678K 0.01% 591

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

HighPoint Advisor Group's UTWO Position: Q2 2026 in Review

HighPoint Advisor Group reduced its US Treasury 2 Year Note ETF (UTWO) stake by 23% in Q2 2026, selling an estimated $249K and leaving 17,182 shares worth $824K. The position accounts for 0.03% of the portfolio, ranked #357.

HighPoint Advisor Group first reported a position in UTWO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q1 2026. 78 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • HighPoint Advisor Group held 17,182 shares of US Treasury 2 Year Note ETF worth $824K as of Q2 2026.
  • HighPoint Advisor Group sold 5,176 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $249K.
  • US Treasury 2 Year Note ETF made up 0.03% of HighPoint Advisor Group's portfolio in Q2 2026, its #357 holding.
  • HighPoint Advisor Group first reported a position in US Treasury 2 Year Note ETF in Q4 2025 and has held it in 3 quarters since.
  • HighPoint Advisor Group's US Treasury 2 Year Note ETF position peaked at $1.08M in Q1 2026.
  • 78 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.