Ameriprise
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Ameriprise’s Virtus Reaves Utilities ETF UTES Stock Holding History

Ameriprise’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
2025
Q2 		– Sell
-4,826
Closed -$312K – 4136
2025
Q1 		$312K Hold
4,826
– – ﹤0.01% 3661
2024
Q4 		$308K Buy
+4,826
New +$316K ﹤0.01% 3713

Other funds holding UTES

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise's UTES Position: Q2 2025 in Review

Ameriprise sold out of Virtus Reaves Utilities ETF (UTES) in Q2 2025, closing a stake of 4,826 shares — an estimated $312K sold.

Ameriprise first reported a position in UTES in Q4 2024 and held it in 2 quarters. The position peaked at $312K in Q1 2025. 94 funds tracked by Wall St. Rank hold UTES as of Q2 2025.

  • Ameriprise reported no remaining Virtus Reaves Utilities ETF position as of Q2 2025 after selling out during the quarter.
  • Ameriprise sold 4,826 Virtus Reaves Utilities ETF shares in Q2 2025, an estimated $312K.
  • Ameriprise first reported a position in Virtus Reaves Utilities ETF in Q4 2024 and held it in 2 quarters.
  • Ameriprise's Virtus Reaves Utilities ETF position peaked at $312K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2025.

Based on Ameriprise's 13F filing for Q2 2025, filed 14 Aug 2025.