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

RFG 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
Q2 		– Sell
-4,306
Closed -$208K – 1190
2026
Q1 		$208K Buy
+4,306
New +$209K ﹤0.01% 1000

Other funds holding UTWO

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WBC
West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM

RFG Advisory's UTWO Position: Q2 2026 in Review

RFG Advisory sold out of US Treasury 2 Year Note ETF (UTWO) in Q2 2026, closing a stake of 4,306 shares — an estimated $208K sold.

RFG Advisory first reported a position in UTWO in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 10 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • RFG Advisory reported no remaining US Treasury 2 Year Note ETF position as of Q2 2026 after selling out during the quarter.
  • RFG Advisory sold 4,306 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $208K.
  • RFG Advisory first reported a position in US Treasury 2 Year Note ETF in Q1 2026 and held it in 1 quarter.
  • RFG Advisory's US Treasury 2 Year Note ETF position peaked at $208K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.