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Bartlett & Co Wealth Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Bartlett & Co Wealth Management’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 		$131K Buy
1,604
+4
+0.3% +$325 ﹤0.01% 571
2026
Q1 		$135K Buy
+1,600
New +$129K ﹤0.01% 514

Other funds holding UTES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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

Bartlett & Co Wealth Management's UTES Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Virtus Reaves Utilities ETF (UTES) stake by 0.25% in Q2 2026, buying an estimated $325 and bringing the position to 1,604 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Bartlett & Co Wealth Management first reported a position in UTES in Q1 2026 and has held it in 2 quarters since. The position peaked at $135K in Q1 2026. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,604 shares of Virtus Reaves Utilities ETF worth $131K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 4 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $325.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #571 holding.
  • Bartlett & Co Wealth Management first reported a position in Virtus Reaves Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • Bartlett & Co Wealth Management's Virtus Reaves Utilities ETF position peaked at $135K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.