Ameritas Advisory Services’s Virtus Reaves Utilities ETF UTES Stock Holding History

Ameritas Advisory Services’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 Q3	–	Sell	-1,112	Closed	-$84.1K	–	2898
2025 Q2	$84.1K	Sell	1,112 -3,699	-77%	-$257K	﹤0.01%	1061
2025 Q1	$311K	Sell	4,811 -612	-11%	-$41.1K	0.01%	694
2024 Q4	$346K	Buy	+5,423	New	+$355K	0.01%	687
2024 Q3	–	Sell	-6,157	Closed	-$319K	–	941
2024 Q2	$319K	Hold	6,157	–	–	0.01%	709
2024 Q1	$299K	Buy	+6,157	New	+$276K	0.01%	709
2023 Q4	–	Sell	-6,157	Closed	-$256K	–	846
2023 Q3	$256K	Buy	+6,157	New	+$277K	0.01%	677
2023 Q2	–	Sell	-6,157	Closed	-$289K	–	2424
2023 Q1	$289K	Hold	6,157	–	–	0.01%	652
2022 Q4	$289K	Buy	6,157 +609	+11%	+$27.7K	0.01%	726
2022 Q3	$239K	Buy	+5,548	New	+$266K	0.01%	660

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

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

Ameritas Advisory Services's UTES Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Virtus Reaves Utilities ETF (UTES) in Q3 2025, closing a stake of 1,112 shares — an estimated $84.1K sold.

Ameritas Advisory Services first reported a position in UTES in Q3 2022 and held it in 9 quarters. The position peaked at $346K in Q4 2024. 129 funds tracked by Wall St. Rank hold UTES as of Q3 2025.

Ameritas Advisory Services reported no remaining Virtus Reaves Utilities ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,112 Virtus Reaves Utilities ETF shares in Q3 2025, an estimated $84.1K.
Ameritas Advisory Services first reported a position in Virtus Reaves Utilities ETF in Q3 2022 and held it in 9 quarters.
Ameritas Advisory Services's Virtus Reaves Utilities ETF position peaked at $346K in Q4 2024.
129 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.