Integrated Wealth Concepts’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Integrated Wealth Concepts’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	$59.8K	Buy	+1,246	New	+$60K	﹤0.01%	3221

Other funds holding UTWO

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Odyssey Group Lancaster, Pennsylvania $369M AUM

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

Integrated Wealth Concepts's UTWO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in US Treasury 2 Year Note ETF (UTWO) in Q2 2026: 1,246 shares worth $59.8K. The stake represents ﹤0.01% of the portfolio and ranks #3221 among its holdings.

78 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

Integrated Wealth Concepts held 1,246 shares of US Treasury 2 Year Note ETF worth $59.8K as of Q2 2026.
US Treasury 2 Year Note ETF was a new Integrated Wealth Concepts position in Q2 2026.
US Treasury 2 Year Note ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3221 holding.
78 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.