Berger Financial Group
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Berger Financial Group’s Virtus Reaves Utilities ETF UTES Stock Holding History

Berger Financial Group’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
Q3 		$682K Buy
9,724
+1,657
+21% +$127K 0.03% 267
2026
Q2 		$659K Buy
8,067
+104
+1% +$8.44K 0.03% 264
2026
Q1 		$636K Buy
7,963
+2,866
+56% +$230K 0.04% 262
2025
Q4 		$402K Buy
+5,097
New +$420K 0.02% 321

Other funds holding UTES

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Ted Buchan & Co
Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return
Quadcap Wealth Management
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return
Blue Water Asset Management
Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Berger Financial Group's UTES Position: Q3 2026 in Review

Berger Financial Group increased its Virtus Reaves Utilities ETF (UTES) stake by 21% in Q3 2026, buying an estimated $127K and bringing the position to 9,724 shares worth $682K. The position accounts for 0.03% of the portfolio, ranked #267.

Berger Financial Group first reported a position in UTES in Q4 2025 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

  • Berger Financial Group held 9,724 shares of Virtus Reaves Utilities ETF worth $682K as of Q3 2026.
  • Berger Financial Group bought 1,657 Virtus Reaves Utilities ETF shares in Q3 2026, an estimated $127K.
  • Virtus Reaves Utilities ETF made up 0.03% of Berger Financial Group's portfolio in Q3 2026, its #267 holding.
  • Berger Financial Group first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and has held it in 4 quarters since.
  • 108 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.