Atlas Wealth Partners
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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
Q3 		$866K Sell
12,346
-406
-3% -$31K 0.89% 20
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 $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Ted Buchan & Co
Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return
Quadcap Wealth Management
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Atlas Wealth Partners's UTES Position: Q3 2026 in Review

Atlas Wealth Partners reduced its Virtus Reaves Utilities ETF (UTES) stake by 3.2% in Q3 2026, selling an estimated $31K and leaving 12,346 shares worth $866K. The position accounts for 0.89% of the portfolio, ranked #20.

Atlas Wealth Partners first reported a position in UTES in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.41M in Q3 2025. 112 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

  • Atlas Wealth Partners held 12,346 shares of Virtus Reaves Utilities ETF worth $866K as of Q3 2026.
  • Atlas Wealth Partners sold 406 Virtus Reaves Utilities ETF shares in Q3 2026, an estimated $31K.
  • Virtus Reaves Utilities ETF made up 0.89% of Atlas Wealth Partners's portfolio in Q3 2026, its #20 holding.
  • Atlas Wealth Partners first reported a position in Virtus Reaves Utilities ETF in Q4 2022 and has held it in 16 quarters since.
  • Atlas Wealth Partners's Virtus Reaves Utilities ETF position peaked at $1.41M in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on Atlas Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.