Principia Wealth Advisory’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Principia Wealth Advisory’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	$2.09M	Buy	+44,174	New	+$2.11M	1.05%	28

Other funds holding UTWO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $325M AUM 9.79% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

49 Wealth Management Austin, Texas $1.66B AUM 9.74% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $100M AUM 11.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return

Principia Wealth Advisory's UTWO Position: Q3 2026 in Review

Principia Wealth Advisory opened a new position in US Treasury 2 Year Note ETF (UTWO) in Q3 2026: 44,174 shares worth $2.09M. The stake represents 1.05% of the portfolio and ranks #28 among its holdings.

75 funds tracked by Wall St. Rank hold UTWO as of Q3 2026.

Principia Wealth Advisory held 44,174 shares of US Treasury 2 Year Note ETF worth $2.09M as of Q3 2026.
US Treasury 2 Year Note ETF was a new Principia Wealth Advisory position in Q3 2026.
US Treasury 2 Year Note ETF made up 1.05% of Principia Wealth Advisory's portfolio in Q3 2026, its #28 holding.
75 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.