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Benjamin Edwards Inc’s Virtus Reaves Utilities ETF UTES Stock Holding History

Benjamin Edwards Inc’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 		$1.82M Hold
22,230
– – 0.02% 605
2026
Q1 		$1.78M Buy
22,230
+1,360
+7% +$109K 0.02% 576
2025
Q4 		$1.65M Buy
20,870
+750
+4% +$61.9K 0.02% 568
2025
Q3 		$1.68M Buy
20,120
+4,965
+33% +$395K 0.02% 533
2025
Q2 		$1.15M Buy
15,155
+4,055
+37% +$282K 0.01% 590
2025
Q1 		$717K Buy
11,100
+3,600
+48% +$242K 0.01% 686
2024
Q4 		$478K Buy
+7,500
New +$491K 0.01% 830

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

Benjamin Edwards Inc's UTES Position: Q2 2026 in Review

Benjamin Edwards Inc held its Virtus Reaves Utilities ETF (UTES) position steady in Q2 2026 at 22,230 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #605.

Benjamin Edwards Inc first reported a position in UTES in Q4 2024 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Benjamin Edwards Inc held 22,230 shares of Virtus Reaves Utilities ETF worth $1.82M as of Q2 2026.
  • Benjamin Edwards Inc left its Virtus Reaves Utilities ETF share count unchanged in Q2 2026.
  • Virtus Reaves Utilities ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #605 holding.
  • Benjamin Edwards Inc first reported a position in Virtus Reaves Utilities ETF in Q4 2024 and has held it in 7 quarters since.
  • 179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.