Avantax Advisory Services’s Virtus Reaves Utilities ETF UTES Stock Holding History

Avantax Advisory Services’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	$3.98M	Buy	52,623 +19,524	+59%	+$1.36M	0.02%	530
2025 Q1	$2.14M	Buy	+33,099	New	+$2.22M	0.01%	705

Other funds holding UTES

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

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 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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avantax Advisory Services's UTES Position: Q2 2025 in Review

Avantax Advisory Services increased its Virtus Reaves Utilities ETF (UTES) stake by 59% in Q2 2025, buying an estimated $1.36M and bringing the position to 52,623 shares worth $3.98M. The position accounts for 0.02% of the portfolio, ranked #530.

Avantax Advisory Services first reported a position in UTES in Q1 2025 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold UTES as of Q2 2025.

Avantax Advisory Services held 52,623 shares of Virtus Reaves Utilities ETF worth $3.98M as of Q2 2025.
Avantax Advisory Services bought 19,524 Virtus Reaves Utilities ETF shares in Q2 2025, an estimated $1.36M.
Virtus Reaves Utilities ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #530 holding.
Avantax Advisory Services first reported a position in Virtus Reaves Utilities ETF in Q1 2025 and has held it in 2 quarters since.
94 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.