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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Virtus Reaves Utilities ETF UTES Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q4 		– Sell
-19,121
Closed -$1.6M – 82
2025
Q3 		$1.6M Buy
+19,121
New +$1.52M 1% 22
2025
Q2 		– Sell
-21,000
Closed -$1.36M – 90
2025
Q1 		$1.36M Buy
+21,000
New +$1.41M 0.96% 27

Other funds holding UTES

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's UTES Position: Q4 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Virtus Reaves Utilities ETF (UTES) in Q4 2025, closing a stake of 19,121 shares — an estimated $1.6M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in UTES in Q1 2025 and held it in 2 quarters. The position peaked at $1.6M in Q3 2025. 169 funds tracked by Wall St. Rank hold UTES as of Q4 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Virtus Reaves Utilities ETF position as of Q4 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 19,121 Virtus Reaves Utilities ETF shares in Q4 2025, an estimated $1.6M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Virtus Reaves Utilities ETF in Q1 2025 and held it in 2 quarters.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Virtus Reaves Utilities ETF position peaked at $1.6M in Q3 2025.
  • 169 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q4 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q4 2025, filed 10 Aug 2026.