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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janney Montgomery Scott's UTWO Position: Q1 2026 in Review

Janney Montgomery Scott reduced its US Treasury 2 Year Note ETF (UTWO) stake by 9.3% in Q1 2026, selling an estimated $321K and leaving 64,735 shares worth $3.13M. The position accounts for 0.01% of the portfolio, ranked #1060.

Janney Montgomery Scott first reported a position in UTWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.56M in Q4 2024. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

Janney Montgomery Scott held 64,735 shares of US Treasury 2 Year Note ETF worth $3.13M as of Q1 2026.
Janney Montgomery Scott sold 6,623 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $321K.
US Treasury 2 Year Note ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1060 holding.
Janney Montgomery Scott first reported a position in US Treasury 2 Year Note ETF in Q4 2024 and has held it in 6 quarters since.
Janney Montgomery Scott's US Treasury 2 Year Note ETF position peaked at $6.56M in Q4 2024.
73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.