Belpointe Asset Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Belpointe Asset 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	$1.35M	Buy	16,546 +1,067	+7%	+$86.6K	0.04%	394
2026 Q1	$1.24M	Buy	15,479 +5,204	+51%	+$418K	0.05%	378
2025 Q4	$811K	Sell	10,275 -6,351	-38%	-$524K	0.03%	507
2025 Q3	$1.39M	Sell	16,626 -3,258	-16%	-$259K	0.05%	314
2025 Q2	$1.5M	Buy	19,884 +8,343	+72%	+$579K	0.06%	250
2025 Q1	$746K	Buy	+11,541	New	+$775K	0.04%	422
2024 Q3	–	Sell	-18,674	Closed	-$968K	–	984
2024 Q2	$968K	Buy	18,674 +9,934	+114%	+$512K	0.07%	282
2024 Q1	$424K	Buy	+8,740	New	+$392K	0.03%	479
2023 Q3	–	Sell	-7,577	Closed	-$344K	–	716
2023 Q2	$344K	Sell	7,577 -8,686	-53%	-$398K	0.04%	405
2023 Q1	$743K	Sell	16,263 -16,172	-50%	-$736K	0.04%	418
2022 Q4	$1.52M	Sell	32,435 -10,796	-25%	-$490K	0.09%	226
2022 Q3	$1.86M	Sell	43,231 -4,438	-9%	-$213K	0.13%	173
2022 Q2	$2.17M	Buy	47,669 +2,415	+5%	+$114K	0.15%	151
2022 Q1	$2.22M	Buy	+45,254	New	+$2.07M	0.13%	158

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

Belpointe Asset Management's UTES Position: Q2 2026 in Review

Belpointe Asset Management increased its Virtus Reaves Utilities ETF (UTES) stake by 6.9% in Q2 2026, buying an estimated $86.6K and bringing the position to 16,546 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #394.

Belpointe Asset Management first reported a position in UTES in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.22M in Q1 2022. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Belpointe Asset Management held 16,546 shares of Virtus Reaves Utilities ETF worth $1.35M as of Q2 2026.
Belpointe Asset Management bought 1,067 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $86.6K.
Virtus Reaves Utilities ETF made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #394 holding.
Belpointe Asset Management first reported a position in Virtus Reaves Utilities ETF in Q1 2022 and has held it in 14 quarters since.
Belpointe Asset Management's Virtus Reaves Utilities ETF position peaked at $2.22M in Q1 2022.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.