Proactive Wealth Strategies
UTWO icon

Proactive Wealth Strategies’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Proactive Wealth Strategies’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 		$420K Buy
8,876
+1,460
+20% +$69.8K 0.06% 163
2026
Q2 		$356K Buy
+7,416
New +$357K 0.06% 172

Other funds holding UTWO

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Hapanowicz & Associates Financial Services
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $325M AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
49 Wealth Management
49 Wealth Management Austin, Texas $1.66B AUM 9.74% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Luminist Capital
Luminist Capital Grand Rapids, Michigan $100M AUM 11.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Insight Wealth Partners
Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return

Proactive Wealth Strategies's UTWO Position: Q3 2026 in Review

Proactive Wealth Strategies increased its US Treasury 2 Year Note ETF (UTWO) stake by 20% in Q3 2026, buying an estimated $69.8K and bringing the position to 8,876 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #163.

Proactive Wealth Strategies first reported a position in UTWO in Q2 2026 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold UTWO as of Q3 2026.

  • Proactive Wealth Strategies held 8,876 shares of US Treasury 2 Year Note ETF worth $420K as of Q3 2026.
  • Proactive Wealth Strategies bought 1,460 US Treasury 2 Year Note ETF shares in Q3 2026, an estimated $69.8K.
  • US Treasury 2 Year Note ETF made up 0.06% of Proactive Wealth Strategies's portfolio in Q3 2026, its #163 holding.
  • Proactive Wealth Strategies first reported a position in US Treasury 2 Year Note ETF in Q2 2026 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.