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

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Cambridge Investment Research Advisors

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

Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return

Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 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.

60 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.
60 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.