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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
Q2 		$1.04M Sell
12,752
-1,600
-11% -$130K 1.14% 18
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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

Atlas Wealth Partners's UTES Position: Q2 2026 in Review

Atlas Wealth Partners reduced its Virtus Reaves Utilities ETF (UTES) stake by 11% in Q2 2026, selling an estimated $130K and leaving 12,752 shares worth $1.04M. The position accounts for 1.14% of the portfolio, ranked #18.

Atlas Wealth Partners first reported a position in UTES in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.41M in Q3 2025. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Atlas Wealth Partners held 12,752 shares of Virtus Reaves Utilities ETF worth $1.04M as of Q2 2026.
  • Atlas Wealth Partners sold 1,600 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $130K.
  • Virtus Reaves Utilities ETF made up 1.14% of Atlas Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Atlas Wealth Partners first reported a position in Virtus Reaves Utilities ETF in Q4 2022 and has held it in 15 quarters since.
  • Atlas Wealth Partners's Virtus Reaves Utilities ETF position peaked at $1.41M in Q3 2025.
  • 180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.