Atria Wealth Solutions’s Virtus Reaves Utilities ETF UTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Buy |
63,030
+11,221
| +22% | +$846K | 0.11% | 221 |
|
|
2025
Q1 | $3.35M | Buy |
51,809
+32,896
| +174% | +$2.13M | 0.04% | 453 |
|
|
2024
Q4 | $1.21M | Buy |
18,913
+2,224
| +13% | +$142K | 0.01% | 851 |
|
|
2024
Q3 | $1.07M | Sell |
16,689
-972
| -6% | -$62.2K | 0.01% | 883 |
|
|
2024
Q2 | $916K | Buy |
17,661
+167
| +1% | +$8.66K | 0.01% | 929 |
|
|
2024
Q1 | $849K | Sell |
17,494
-2,157
| -11% | -$105K | 0.01% | 979 |
|
|
2023
Q4 | $877K | Sell |
19,651
-4,981
| -20% | -$222K | 0.01% | 919 |
|
|
2023
Q3 | $1.03M | Buy |
24,632
+57
| +0.2% | +$2.37K | 0.01% | 796 |
|
|
2023
Q2 | $1.12M | Sell |
24,575
-35
| -0.1% | -$1.59K | 0.02% | 793 |
|
|
2023
Q1 | $1.12M | Buy |
24,610
+4,271
| +21% | +$195K | 0.02% | 749 |
|
|
2022
Q4 | $953K | Buy |
20,339
+283
| +1% | +$13.3K | 0.02% | 767 |
|
|
2022
Q3 | $865K | Sell |
20,056
-3,678
| -15% | -$159K | 0.02% | 766 |
|
|
2022
Q2 | $1.08M | Sell |
23,734
-828
| -3% | -$37.7K | 0.02% | 644 |
|
|
2022
Q1 | $1.21M | Buy |
+24,562
| New | +$1.21M | 0.02% | 653 |
|