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 Q2	$18.3M	Buy	223,983 +8,749	+4%	+$710K	0.9%	29
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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Aprio Wealth Management's UTES Position: Q2 2026 in Review

Aprio Wealth Management increased its Virtus Reaves Utilities ETF (UTES) stake by 4.1% in Q2 2026, buying an estimated $710K and bringing the position to 223,983 shares worth $18.3M. The position accounts for 0.9% of the portfolio, ranked #29.

Aprio Wealth Management first reported a position in UTES in Q3 2025 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Aprio Wealth Management held 223,983 shares of Virtus Reaves Utilities ETF worth $18.3M as of Q2 2026.
Aprio Wealth Management bought 8,749 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $710K.
Virtus Reaves Utilities ETF made up 0.9% of Aprio Wealth Management's portfolio in Q2 2026, its #29 holding.
Aprio Wealth Management first reported a position in Virtus Reaves Utilities ETF in Q3 2025 and has held it in 4 quarters since.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.