Janney Montgomery Scott’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Janney Montgomery Scott’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	$3.05M	Sell	63,579 -1,156	-2%	-$55.7K	0.01%	1248
2026 Q1	$3.13M	Sell	64,735 -6,623	-9%	-$321K	0.01%	1060
2025 Q4	$3.47M	Sell	71,358 -7,579	-10%	-$368K	0.01%	1067
2025 Q3	$3.83M	Sell	78,937 -41,396	-34%	-$2.01M	0.01%	1001
2025 Q2	$5.84M	Sell	120,333 -1,997	-2%	-$96.6K	0.02%	751
2025 Q1	$5.93M	Sell	122,330 -14,242	-10%	-$686K	0.02%	717
2024 Q4	$6.56M	Buy	+136,572	New	+$6.59M	0.02%	686

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

Janney Montgomery Scott's UTWO Position: Q2 2026 in Review

Janney Montgomery Scott reduced its US Treasury 2 Year Note ETF (UTWO) stake by 1.8% in Q2 2026, selling an estimated $55.7K and leaving 63,579 shares worth $3.05M. The position accounts for 0.01% of the portfolio, ranked #1248.

Janney Montgomery Scott first reported a position in UTWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.56M in Q4 2024. 77 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

Janney Montgomery Scott held 63,579 shares of US Treasury 2 Year Note ETF worth $3.05M as of Q2 2026.
Janney Montgomery Scott sold 1,156 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $55.7K.
US Treasury 2 Year Note ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1248 holding.
Janney Montgomery Scott first reported a position in US Treasury 2 Year Note ETF in Q4 2024 and has held it in 7 quarters since.
Janney Montgomery Scott's US Treasury 2 Year Note ETF position peaked at $6.56M in Q4 2024.
77 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.