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J.W. Cole Advisors’s US Treasury 2 Year Note ETF UTWO Stock Holding History

J.W. Cole 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
2025
Q3 		– Sell
-6,614
Closed -$321K – 1596
2025
Q2 		$321K Sell
6,614
-11,833
-64% -$572K 0.01% 1112
2025
Q1 		$894K Buy
+18,447
New +$889K 0.03% 578
2024
Q2 		– Sell
-25,199
Closed -$1.21M – 951
2024
Q1 		$1.21M Sell
25,199
-2,425
-9% -$117K 0.06% 306
2023
Q4 		$1.34M Buy
+27,624
New +$1.33M 0.08% 257

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

J.W. Cole Advisors's UTWO Position: Q3 2025 in Review

J.W. Cole Advisors sold out of US Treasury 2 Year Note ETF (UTWO) in Q3 2025, closing a stake of 6,614 shares — an estimated $321K sold.

J.W. Cole Advisors first reported a position in UTWO in Q4 2023 and held it in 4 quarters. The position peaked at $1.34M in Q4 2023. 59 funds tracked by Wall St. Rank hold UTWO as of Q3 2025.

  • J.W. Cole Advisors reported no remaining US Treasury 2 Year Note ETF position as of Q3 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 6,614 US Treasury 2 Year Note ETF shares in Q3 2025, an estimated $321K.
  • J.W. Cole Advisors first reported a position in US Treasury 2 Year Note ETF in Q4 2023 and held it in 4 quarters.
  • J.W. Cole Advisors's US Treasury 2 Year Note ETF position peaked at $1.34M in Q4 2023.
  • 59 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2025.

Based on J.W. Cole Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.