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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
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

Other funds holding UTWO

HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LVW Advisors's UTWO Position: Q2 2026 in Review

LVW Advisors reduced its US Treasury 2 Year Note ETF (UTWO) stake by 17% in Q2 2026, selling an estimated $113K and leaving 11,591 shares worth $556K. The position accounts for 0.05% of the portfolio, ranked #216.

LVW Advisors first reported a position in UTWO in Q4 2025 and has held it in 3 quarters since. The position peaked at $770K in Q4 2025. 32 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • LVW Advisors held 11,591 shares of US Treasury 2 Year Note ETF worth $556K as of Q2 2026.
  • LVW Advisors sold 2,339 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $113K.
  • US Treasury 2 Year Note ETF made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #216 holding.
  • LVW Advisors first reported a position in US Treasury 2 Year Note ETF in Q4 2025 and has held it in 3 quarters since.
  • LVW Advisors's US Treasury 2 Year Note ETF position peaked at $770K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.