Aptus Capital Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Aptus Capital Advisors’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	$18.4K	Buy	225 +15	+7%	+$1.22K	﹤0.01%	1535
2026 Q1	$16.8K	Buy	210 +100	+91%	+$8.03K	﹤0.01%	1436
2025 Q4	$8.69K	Hold	110	–	–	﹤0.01%	1504
2025 Q3	$9.18K	Buy	110 +40	+57%	+$3.18K	﹤0.01%	1439
2025 Q2	$5.29K	Buy	70 +45	+180%	+$3.12K	﹤0.01%	1415
2025 Q1	$1.61K	Buy	+25	New	+$1.68K	﹤0.01%	1394

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

Aptus Capital Advisors's UTES Position: Q2 2026 in Review

Aptus Capital Advisors increased its Virtus Reaves Utilities ETF (UTES) stake by 7.1% in Q2 2026, buying an estimated $1.22K and bringing the position to 225 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Aptus Capital Advisors first reported a position in UTES in Q1 2025 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Aptus Capital Advisors held 225 shares of Virtus Reaves Utilities ETF worth $18.4K as of Q2 2026.
Aptus Capital Advisors bought 15 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $1.22K.
Virtus Reaves Utilities ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1535 holding.
Aptus Capital Advisors first reported a position in Virtus Reaves Utilities ETF in Q1 2025 and has held it in 6 quarters since.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.