XP Advisory US, Inc.’s Virtus Reaves Utilities ETF UTES Stock Holding History

XP Advisory US, Inc.’s Portfolio UTES Stock Details UTES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.4M	Buy	+139,273	New	+$11.3M	6.24%	4

Other funds holding UTES

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

XP Advisory US, Inc.'s UTES Position: Q2 2026 in Review

XP Advisory US, Inc. opened a new position in Virtus Reaves Utilities ETF (UTES) in Q2 2026: 139,273 shares worth $11.4M. The stake represents 6.24% of the portfolio and ranks #4 among its holdings.

83 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

XP Advisory US, Inc. held 139,273 shares of Virtus Reaves Utilities ETF worth $11.4M as of Q2 2026.
Virtus Reaves Utilities ETF was a new XP Advisory US, Inc. position in Q2 2026.
Virtus Reaves Utilities ETF made up 6.24% of XP Advisory US, Inc.'s portfolio in Q2 2026, its #4 holding.
83 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on XP Advisory US, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.