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Atlas Wealth Partners’s Virtus Reaves Utilities ETF UTES Stock Holding History

Atlas Wealth Partners’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 		$1.15M Sell
14,352
-1,680
-10% -$135K 1.18% 18
2025
Q4 		$1.27M Sell
16,032
-924
-5% -$76.2K 1.39% 15
2025
Q3 		$1.41M Buy
16,956
+1,900
+13% +$151K 1.44% 14
2025
Q2 		$1.14M Buy
15,056
+1,175
+8% +$81.6K 1.31% 13
2025
Q1 		$897K Sell
13,881
-1,187
-8% -$79.7K 1.11% 14
2024
Q4 		$961K Buy
15,068
+225
+2% +$14.7K 1.22% 14
2024
Q3 		$949K Buy
14,843
+350
+2% +$19.5K 1.45% 14
2024
Q2 		$751K Sell
14,493
-150
-1% -$7.73K 3.18% 7
2024
Q1 		$760K Buy
14,643
+200
+1% +$8.96K 4.12% 5
2023
Q4 		$625K Buy
14,443
+150
+1% +$6.47K 3.45% 7
2023
Q3 		$592K Sell
14,293
-175
-1% -$7.89K 3.41% 7
2023
Q2 		$686K Sell
14,468
-525
-4% -$24.1K 1.97% 15
2023
Q1 		$700K Buy
14,993
+1,323
+10% +$60.2K 4.87% 5
2022
Q4 		$628K Buy
+13,670
New +$621K 3.88% 4

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
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 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

Atlas Wealth Partners's UTES Position: Q1 2026 in Review

Atlas Wealth Partners reduced its Virtus Reaves Utilities ETF (UTES) stake by 10% in Q1 2026, selling an estimated $135K and leaving 14,352 shares worth $1.15M. The position accounts for 1.18% of the portfolio, ranked #18.

Atlas Wealth Partners first reported a position in UTES in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.41M in Q3 2025. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • Atlas Wealth Partners held 14,352 shares of Virtus Reaves Utilities ETF worth $1.15M as of Q1 2026.
  • Atlas Wealth Partners sold 1,680 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $135K.
  • Virtus Reaves Utilities ETF made up 1.18% of Atlas Wealth Partners's portfolio in Q1 2026, its #18 holding.
  • Atlas Wealth Partners first reported a position in Virtus Reaves Utilities ETF in Q4 2022 and has held it in 14 quarters since.
  • Atlas Wealth Partners's Virtus Reaves Utilities ETF position peaked at $1.41M in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Atlas Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.