Bank of America
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Bank of America’s Virtus Reaves Utilities ETF UTES Stock Holding History

Bank of America’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
Q1 		$65.6M Buy
821,557
+292,638
+55% +$23.5M ﹤0.01% 1419
2025
Q4 		$41.8M Buy
528,919
+290,420
+122% +$24M ﹤0.01% 1685
2025
Q3 		$19.9M Buy
238,499
+156,326
+190% +$12.4M ﹤0.01% 2627
2025
Q2 		$6.21M Buy
+82,173
New +$5.7M ﹤0.01% 3676

Other funds holding UTES

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America's UTES Position: Q1 2026 in Review

Bank of America increased its Virtus Reaves Utilities ETF (UTES) stake by 55% in Q1 2026, buying an estimated $23.5M and bringing the position to 821,557 shares worth $65.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Bank of America first reported a position in UTES in Q2 2025 and has held it in 4 quarters since. 183 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • Bank of America held 821,557 shares of Virtus Reaves Utilities ETF worth $65.6M as of Q1 2026.
  • Bank of America bought 292,638 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $23.5M.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1419 holding.
  • Bank of America first reported a position in Virtus Reaves Utilities ETF in Q2 2025 and has held it in 4 quarters since.
  • 183 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.