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
2026 Q2	$383K	Buy	+4,690	New	+$381K	0.01%	879
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Ameritas Advisory Services's UTES Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Virtus Reaves Utilities ETF (UTES) in Q2 2026: 4,690 shares worth $383K. The stake represents 0.01% of the portfolio and ranks #879 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in UTES as recently as Q2 2025.

Ameritas Advisory Services first reported a position in UTES in Q3 2022 and has held it in 10 quarters since. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Ameritas Advisory Services held 4,690 shares of Virtus Reaves Utilities ETF worth $383K as of Q2 2026.
Virtus Reaves Utilities ETF was a new Ameritas Advisory Services position in Q2 2026.
Virtus Reaves Utilities ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #879 holding.
Ameritas Advisory Services first reported a position in Virtus Reaves Utilities ETF in Q3 2022 and has held it in 10 quarters since.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.