B. Riley Wealth Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

B. Riley Wealth Advisors’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	$233K	Buy	+2,787	New	+$226K	0.01%	716

Other funds holding UTES

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

B. Riley Wealth Advisors's UTES Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Virtus Reaves Utilities ETF (UTES) in Q2 2026: 2,787 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #716 among its holdings.

180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

B. Riley Wealth Advisors held 2,787 shares of Virtus Reaves Utilities ETF worth $233K as of Q2 2026.
Virtus Reaves Utilities ETF was a new B. Riley Wealth Advisors position in Q2 2026.
Virtus Reaves Utilities ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #716 holding.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.