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Atria Wealth Solutions’s Virtus Reaves Utilities ETF UTES Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$4.75M Buy
63,030
+11,221
+22% +$779K 0.11% 221
2025
Q1 		$3.35M Buy
51,809
+32,896
+174% +$2.21M 0.04% 455
2024
Q4 		$1.21M Buy
18,913
+2,224
+13% +$146K 0.01% 856
2024
Q3 		$1.07M Sell
16,689
-972
-6% -$54.2K 0.01% 890
2024
Q2 		$916K Buy
17,661
+167
+1% +$8.61K 0.01% 936
2024
Q1 		$849K Sell
17,494
-2,157
-11% -$96.7K 0.01% 984
2023
Q4 		$877K Sell
19,651
-4,981
-20% -$215K 0.01% 925
2023
Q3 		$1.03M Buy
24,632
+57
+0.2% +$2.57K 0.01% 799
2023
Q2 		$1.12M Sell
24,575
-35
-0.1% -$1.6K 0.02% 796
2023
Q1 		$1.12M Buy
24,610
+4,271
+21% +$194K 0.02% 750
2022
Q4 		$953K Buy
20,339
+283
+1% +$12.9K 0.02% 769
2022
Q3 		$865K Sell
20,056
-3,678
-15% -$177K 0.02% 769
2022
Q2 		$1.08M Sell
23,734
-828
-3% -$39.1K 0.02% 662
2022
Q1 		$1.21M Buy
+24,562
New +$1.12M 0.02% 653

Other funds holding UTES

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atria Wealth Solutions's UTES Position: Q2 2025 in Review

Atria Wealth Solutions increased its Virtus Reaves Utilities ETF (UTES) stake by 22% in Q2 2025, buying an estimated $779K and bringing the position to 63,030 shares worth $4.75M. The position accounts for 0.11% of the portfolio, ranked #221.

Atria Wealth Solutions first reported a position in UTES in Q1 2022 and has held it in 14 quarters since. 94 funds tracked by Wall St. Rank hold UTES as of Q2 2025.

  • Atria Wealth Solutions held 63,030 shares of Virtus Reaves Utilities ETF worth $4.75M as of Q2 2025.
  • Atria Wealth Solutions bought 11,221 Virtus Reaves Utilities ETF shares in Q2 2025, an estimated $779K.
  • Virtus Reaves Utilities ETF made up 0.11% of Atria Wealth Solutions's portfolio in Q2 2025, its #221 holding.
  • Atria Wealth Solutions first reported a position in Virtus Reaves Utilities ETF in Q1 2022 and has held it in 14 quarters since.
  • 94 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.