Arkadios Wealth Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Arkadios Wealth 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	$954K	Sell	11,677 -1,205	-9%	-$97.8K	0.01%	824
2026 Q1	$1.03M	Buy	12,882 +524	+4%	+$42.1K	0.02%	772
2025 Q4	$976K	Buy	12,358 +479	+4%	+$39.5K	0.02%	713
2025 Q3	$991K	Buy	11,879 +5,794	+95%	+$461K	0.02%	641
2025 Q2	$460K	Buy	6,085 +449	+8%	+$31.2K	0.01%	880
2025 Q1	$364K	Buy	5,636 +1,794	+47%	+$120K	0.01%	826
2024 Q4	$245K	Buy	+3,842	New	+$252K	0.01%	799

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

Arkadios Wealth Advisors's UTES Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Virtus Reaves Utilities ETF (UTES) stake by 9.4% in Q2 2026, selling an estimated $97.8K and leaving 11,677 shares worth $954K. The position accounts for 0.01% of the portfolio, ranked #824.

Arkadios Wealth Advisors first reported a position in UTES in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q1 2026. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Arkadios Wealth Advisors held 11,677 shares of Virtus Reaves Utilities ETF worth $954K as of Q2 2026.
Arkadios Wealth Advisors sold 1,205 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $97.8K.
Virtus Reaves Utilities ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #824 holding.
Arkadios Wealth Advisors first reported a position in Virtus Reaves Utilities ETF in Q4 2024 and has held it in 7 quarters since.
Arkadios Wealth Advisors's Virtus Reaves Utilities ETF position peaked at $1.03M in Q1 2026.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.