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Royal Fund Management’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Royal Fund Management’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 		$301K Buy
+6,268
New +$302K 0.03% 251

Other funds holding UTWO

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
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
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
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Royal Fund Management's UTWO Position: Q2 2026 in Review

Royal Fund Management opened a new position in US Treasury 2 Year Note ETF (UTWO) in Q2 2026: 6,268 shares worth $301K. The stake represents 0.03% of the portfolio and ranks #251 among its holdings.

18 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • Royal Fund Management held 6,268 shares of US Treasury 2 Year Note ETF worth $301K as of Q2 2026.
  • US Treasury 2 Year Note ETF was a new Royal Fund Management position in Q2 2026.
  • US Treasury 2 Year Note ETF made up 0.03% of Royal Fund Management's portfolio in Q2 2026, its #251 holding.
  • 18 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.