AE Wealth Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

AE Wealth Management’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 Q1	–	Sell	-1,878	Closed	-$148K	–	2712
2025 Q4	$148K	Buy	+1,878	New	+$155K	﹤0.01%	1588
2024 Q1	–	Sell	-34,627	Closed	-$1.5M	–	1951
2023 Q4	$1.5M	Buy	+34,627	New	+$1.49M	0.01%	1011
2022 Q2	–	Sell	-4,872	Closed	-$239K	–	1849
2022 Q1	$239K	Sell	4,872 -81,036	-94%	-$3.7M	﹤0.01%	1518
2021 Q4	$4.08M	Buy	85,908 +2,893	+3%	+$129K	0.03%	473
2021 Q3	$3.46M	Buy	83,015 +1,683	+2%	+$73K	0.03%	469
2021 Q2	$3.33M	Buy	81,332 +4,517	+6%	+$190K	0.03%	475
2021 Q1	$3.19M	Buy	76,815 +9,672	+14%	+$387K	0.03%	434
2020 Q4	$2.7M	Buy	67,143 +2,544	+4%	+$102K	0.03%	409
2020 Q3	$2.44M	Sell	64,599 -3,666	-5%	-$139K	0.03%	384
2020 Q2	$2.42M	Sell	68,265 -4,623	-6%	-$167K	0.04%	352
2020 Q1	$2.56M	Buy	72,888 +27,209	+60%	+$1.09M	0.06%	259
2019 Q4	$1.89M	Buy	+45,679	New	+$1.85M	0.04%	359

Other funds holding UTES

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

AE Wealth Management's UTES Position: Q1 2026 in Review

AE Wealth Management sold out of Virtus Reaves Utilities ETF (UTES) in Q1 2026, closing a stake of 1,878 shares — an estimated $148K sold.

AE Wealth Management first reported a position in UTES in Q4 2019 and held it in 12 quarters. The position peaked at $4.08M in Q4 2021. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

AE Wealth Management reported no remaining Virtus Reaves Utilities ETF position as of Q1 2026 after selling out during the quarter.
AE Wealth Management sold 1,878 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $148K.
AE Wealth Management first reported a position in Virtus Reaves Utilities ETF in Q4 2019 and held it in 12 quarters.
AE Wealth Management's Virtus Reaves Utilities ETF position peaked at $4.08M in Q4 2021.
182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.