Advisory Resource Group’s Virtus Reaves Utilities ETF UTES Stock Holding History

Advisory Resource 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
2026 Q2	$2.15M	Buy	26,333 +725	+3%	+$58.8K	0.32%	76
2026 Q1	$2.05M	Sell	25,608 -12,127	-32%	-$974K	0.35%	59
2025 Q4	$2.98M	Buy	37,735 +452	+1%	+$37.3K	0.52%	50
2025 Q3	$3.11M	Sell	37,283 -1,500	-4%	-$119K	0.56%	47
2025 Q2	$2.93M	Sell	38,783 -708	-2%	-$49.2K	0.56%	48
2025 Q1	$2.55M	Buy	+39,491	New	+$2.65M	0.52%	52

Other funds holding UTES

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

AWM

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

Advisory Resource Group's UTES Position: Q2 2026 in Review

Advisory Resource Group increased its Virtus Reaves Utilities ETF (UTES) stake by 2.8% in Q2 2026, buying an estimated $58.8K and bringing the position to 26,333 shares worth $2.15M. The position accounts for 0.32% of the portfolio, ranked #76.

Advisory Resource Group first reported a position in UTES in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.11M in Q3 2025. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Advisory Resource Group held 26,333 shares of Virtus Reaves Utilities ETF worth $2.15M as of Q2 2026.
Advisory Resource Group bought 725 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $58.8K.
Virtus Reaves Utilities ETF made up 0.32% of Advisory Resource Group's portfolio in Q2 2026, its #76 holding.
Advisory Resource Group first reported a position in Virtus Reaves Utilities ETF in Q1 2025 and has held it in 6 quarters since.
Advisory Resource Group's Virtus Reaves Utilities ETF position peaked at $3.11M in Q3 2025.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.