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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

AWC

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

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 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. 32 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.
32 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.