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Luminist Capital’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Luminist Capital’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 		$5.14M Buy
106,417
+9,105
+9% +$442K 6.83% 4
2025
Q4 		$4.73M Buy
97,312
+3,926
+4% +$191K 5.82% 4
2025
Q3 		$4.53M Buy
+93,386
New +$4.52M 3.91% 6

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Luminist Capital's UTWO Position: Q1 2026 in Review

Luminist Capital increased its US Treasury 2 Year Note ETF (UTWO) stake by 9.4% in Q1 2026, buying an estimated $442K and bringing the position to 106,417 shares worth $5.14M. The position accounts for 6.83% of the portfolio, ranked #4.

Luminist Capital first reported a position in UTWO in Q3 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

  • Luminist Capital held 106,417 shares of US Treasury 2 Year Note ETF worth $5.14M as of Q1 2026.
  • Luminist Capital bought 9,105 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $442K.
  • US Treasury 2 Year Note ETF made up 6.83% of Luminist Capital's portfolio in Q1 2026, its #4 holding.
  • Luminist Capital first reported a position in US Treasury 2 Year Note ETF in Q3 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on Luminist Capital's 13F filing for Q1 2026, filed 24 Apr 2026.