Adamsbrown Wealth Consultants’s Virtus Reaves Utilities ETF UTES Stock Holding History

Adamsbrown Wealth Consultants’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	$13.6M	Buy	165,841 +6,935	+4%	+$563K	2.56%	12
2026 Q1	$12.7M	Buy	158,906 +12,356	+8%	+$993K	3.36%	9
2025 Q4	$11.6M	Buy	146,550 +10,044	+7%	+$828K	3.22%	10
2025 Q3	$11.4M	Buy	+136,506	New	+$10.9M	3.14%	11

Other funds holding UTES

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

KDA

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

MAG

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

FTS

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

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SCM

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Adamsbrown Wealth Consultants's UTES Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Virtus Reaves Utilities ETF (UTES) stake by 4.4% in Q2 2026, buying an estimated $563K and bringing the position to 165,841 shares worth $13.6M. The position accounts for 2.56% of the portfolio, ranked #12.

Adamsbrown Wealth Consultants first reported a position in UTES in Q3 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Adamsbrown Wealth Consultants held 165,841 shares of Virtus Reaves Utilities ETF worth $13.6M as of Q2 2026.
Adamsbrown Wealth Consultants bought 6,935 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $563K.
Virtus Reaves Utilities ETF made up 2.56% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #12 holding.
Adamsbrown Wealth Consultants first reported a position in Virtus Reaves Utilities ETF in Q3 2025 and has held it in 4 quarters since.
30 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.