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

Wealthcare Advisory Partners’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	$2.12M	Buy	44,237 +6,104	+16%	+$294K	0.04%	349
2026 Q1	$1.84M	Buy	38,133 +1,479	+4%	+$71.8K	0.04%	385
2025 Q4	$1.78M	Sell	36,654 -1,743	-5%	-$84.7K	0.04%	387
2025 Q3	$1.86M	Buy	38,397 +3,275	+9%	+$159K	0.04%	361
2025 Q2	$1.7M	Buy	35,122 +2,263	+7%	+$109K	0.04%	363
2025 Q1	$1.59M	Buy	32,859 +4,022	+14%	+$194K	0.04%	339
2024 Q4	$1.39M	Buy	28,837 +2,100	+8%	+$101K	0.04%	347
2024 Q3	$1.3M	Buy	26,737 +8,234	+45%	+$399K	0.04%	353
2024 Q2	$887K	Buy	18,503 +1,727	+10%	+$82.6K	0.03%	419
2024 Q1	$807K	Buy	16,776 +3,161	+23%	+$152K	0.03%	430
2023 Q4	$658K	Buy	13,615 +3,900	+40%	+$187K	0.03%	429
2023 Q3	$466K	Buy	9,715 +2,071	+27%	+$99.5K	0.02%	448
2023 Q2	$369K	Buy	7,644 +1,978	+35%	+$96.4K	0.02%	519
2023 Q1	$279K	Buy	+5,666	New	+$277K	0.01%	596

Other funds holding UTWO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Odyssey Group Lancaster, Pennsylvania $369M AUM

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

Wealthcare Advisory Partners's UTWO Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its US Treasury 2 Year Note ETF (UTWO) stake by 16% in Q2 2026, buying an estimated $294K and bringing the position to 44,237 shares worth $2.12M. The position accounts for 0.04% of the portfolio, ranked #349.

Wealthcare Advisory Partners first reported a position in UTWO in Q1 2023 and has held it in 14 quarters since. 78 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

Wealthcare Advisory Partners held 44,237 shares of US Treasury 2 Year Note ETF worth $2.12M as of Q2 2026.
Wealthcare Advisory Partners bought 6,104 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $294K.
US Treasury 2 Year Note ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #349 holding.
Wealthcare Advisory Partners first reported a position in US Treasury 2 Year Note ETF in Q1 2023 and has held it in 14 quarters since.
78 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.