KA
UTWO icon

Kovack Advisors’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Kovack 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
2026
Q1 		$382K Sell
7,905
-3,546
-31% -$172K 0.02% 674
2025
Q4 		$556K Buy
+11,451
New +$556K 0.03% 561
2024
Q2 		– Sell
-4,541
Closed -$218K – 602
2024
Q1 		$218K Buy
4,541
+15
+0.3% +$723 0.03% 422
2023
Q4 		$219K Buy
+4,526
New +$217K 0.03% 502

Other funds holding UTWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
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
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

Kovack Advisors's UTWO Position: Q1 2026 in Review

Kovack Advisors reduced its US Treasury 2 Year Note ETF (UTWO) stake by 31% in Q1 2026, selling an estimated $172K and leaving 7,905 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #674.

Kovack Advisors first reported a position in UTWO in Q4 2023 and has held it in 4 quarters since. The position peaked at $556K in Q4 2025. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

  • Kovack Advisors held 7,905 shares of US Treasury 2 Year Note ETF worth $382K as of Q1 2026.
  • Kovack Advisors sold 3,546 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $172K.
  • US Treasury 2 Year Note ETF made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #674 holding.
  • Kovack Advisors first reported a position in US Treasury 2 Year Note ETF in Q4 2023 and has held it in 4 quarters since.
  • Kovack Advisors's US Treasury 2 Year Note ETF position peaked at $556K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.