Allworth Financial
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Allworth Financial’s Virtus Reaves Utilities ETF UTES Stock Holding History

Allworth Financial’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
Q3 		$40.9K Buy
+500
New +$38.2K ﹤0.01% 2775
2026
Q2 		– Sell
-500
Closed -$40K – 5414
2026
Q1 		$40K Buy
500
+473
+1,752% +$38K ﹤0.01% 2496
2025
Q4 		$2.13K Buy
+27
New +$2.23K ﹤0.01% 4100

Other funds holding UTES

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Allworth Financial's UTES Position: Q3 2026 in Review

Allworth Financial opened a new position in Virtus Reaves Utilities ETF (UTES) in Q3 2026: 500 shares worth $40.9K. The stake represents ﹤0.01% of the portfolio and ranks #2775 among its holdings. This is a return to the name: Allworth Financial previously reported a position in UTES as recently as Q1 2026.

Allworth Financial first reported a position in UTES in Q4 2025 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

  • Allworth Financial held 500 shares of Virtus Reaves Utilities ETF worth $40.9K as of Q3 2026.
  • Virtus Reaves Utilities ETF was a new Allworth Financial position in Q3 2026.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #2775 holding.
  • Allworth Financial first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.