LVW Advisors
UTWO icon

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

LVW 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
Q3 		$791K Buy
16,711
+5,120
+44% +$245K 0.07% 184
2026
Q2 		$556K Sell
11,591
-2,339
-17% -$113K 0.05% 216
2026
Q1 		$673K Sell
13,930
-1,917
-12% -$93K 0.06% 161
2025
Q4 		$770K Buy
+15,847
New +$770K 0.08% 121

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Insight Wealth Partners
Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return
Marshall & Sterling Wealth Advisors
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
BCS Private Wealth Management
BCS Private Wealth Management Rumson, New Jersey $366M AUM 18.54% 1-Year Est. Return
HighRoad Wealth Advisors
HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return
KPP Advisory Services
KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LVW Advisors's UTWO Position: Q3 2026 in Review

LVW Advisors increased its US Treasury 2 Year Note ETF (UTWO) stake by 44% in Q3 2026, buying an estimated $245K and bringing the position to 16,711 shares worth $791K. The position accounts for 0.07% of the portfolio, ranked #184.

LVW Advisors first reported a position in UTWO in Q4 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold UTWO as of Q3 2026.

  • LVW Advisors held 16,711 shares of US Treasury 2 Year Note ETF worth $791K as of Q3 2026.
  • LVW Advisors bought 5,120 US Treasury 2 Year Note ETF shares in Q3 2026, an estimated $245K.
  • US Treasury 2 Year Note ETF made up 0.07% of LVW Advisors's portfolio in Q3 2026, its #184 holding.
  • LVW Advisors first reported a position in US Treasury 2 Year Note ETF in Q4 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.