J.W. Cole Advisors’s US Treasury 20 Year Bond ETF UTWY Stock Holding History

J.W. Cole Advisors’s Portfolio UTWY Stock Details UTWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Buy	29,573 +818	+3%	+$34.9K	0.02%	678
2026 Q1	$1.23M	Buy	28,755 +319	+1%	+$13.9K	0.04%	337
2025 Q4	$1.24M	Buy	28,436 +312	+1%	+$13.8K	0.03%	565
2025 Q3	$1.24M	Buy	28,124 +319	+1%	+$13.9K	0.02%	643
2025 Q2	$1.22M	Buy	27,805 +312	+1%	+$13.5K	0.03%	600
2025 Q1	$1.23M	Buy	27,493 +2,990	+12%	+$132K	0.04%	475
2024 Q4	$1.06M	Buy	24,503 +1,631	+7%	+$73.6K	0.04%	397
2024 Q3	$1.09M	Buy	22,872 +247	+1%	+$11.6K	0.05%	370
2024 Q2	$1.02M	Buy	+22,625	New	+$1.01M	0.05%	351

Other funds holding UTWY

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

J.W. Cole Advisors's UTWY Position: Q2 2026 in Review

J.W. Cole Advisors increased its US Treasury 20 Year Bond ETF (UTWY) stake by 2.8% in Q2 2026, buying an estimated $34.9K and bringing the position to 29,573 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #678.

J.W. Cole Advisors first reported a position in UTWY in Q2 2024 and has held it in 9 quarters since. 6 funds tracked by Wall St. Rank hold UTWY as of Q2 2026.

J.W. Cole Advisors held 29,573 shares of US Treasury 20 Year Bond ETF worth $1.26M as of Q2 2026.
J.W. Cole Advisors bought 818 US Treasury 20 Year Bond ETF shares in Q2 2026, an estimated $34.9K.
US Treasury 20 Year Bond ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #678 holding.
J.W. Cole Advisors first reported a position in US Treasury 20 Year Bond ETF in Q2 2024 and has held it in 9 quarters since.
6 funds tracked by Wall St. Rank held US Treasury 20 Year Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.