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

Aprio 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 		$17.2M Buy
215,234
+16,439
+8% +$1.32M 0.94% 32
2025
Q4 		$15.7M Buy
198,795
+20,516
+12% +$1.69M 0.9% 30
2025
Q3 		$14.9M Buy
+178,279
New +$14.2M 1.48% 17

Other funds holding UTES

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Aprio Wealth Management increased its Virtus Reaves Utilities ETF (UTES) stake by 8.3% in Q1 2026, buying an estimated $1.32M and bringing the position to 215,234 shares worth $17.2M. The position accounts for 0.94% of the portfolio, ranked #32.

Aprio Wealth Management first reported a position in UTES in Q3 2025 and has held it in 3 quarters since. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • Aprio Wealth Management held 215,234 shares of Virtus Reaves Utilities ETF worth $17.2M as of Q1 2026.
  • Aprio Wealth Management bought 16,439 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $1.32M.
  • Virtus Reaves Utilities ETF made up 0.94% of Aprio Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Aprio Wealth Management first reported a position in Virtus Reaves Utilities ETF in Q3 2025 and has held it in 3 quarters since.
  • 182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.