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Advisor Group’s Virtus Reaves Utilities ETF UTES Stock Holding History

Advisor Group’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
2019
Q4 		$5K Buy
117
+9
+8% +$365 ﹤0.01% 4685
2019
Q3 		$4K Hold
108
– – ﹤0.01% 4781
2019
Q2 		$4K Buy
+108
New +$4.09K ﹤0.01% 4792

Other funds holding UTES

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RICHC
Renaissance Investment Consultants Holding Company Wayne, Pennsylvania $107M AUM 18.13% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Advisor Group's UTES Position: Q4 2019 in Review

Advisor Group increased its Virtus Reaves Utilities ETF (UTES) stake by 8.3% in Q4 2019, buying an estimated $365 and bringing the position to 117 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4685.

Advisor Group first reported a position in UTES in Q2 2019 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold UTES as of Q4 2019.

  • Advisor Group held 117 shares of Virtus Reaves Utilities ETF worth $5K as of Q4 2019.
  • Advisor Group bought 9 Virtus Reaves Utilities ETF shares in Q4 2019, an estimated $365.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4685 holding.
  • Advisor Group first reported a position in Virtus Reaves Utilities ETF in Q2 2019 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.