BlueDoor Private Wealth’s Virtus Reaves Utilities ETF UTES Stock Holding History

BlueDoor Private Wealth’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	$692K	Buy	8,469 +1,186	+16%	+$96.2K	0.29%	83
2026 Q1	$582K	Sell	7,283 -555	-7%	-$44.6K	0.27%	85
2025 Q4	$619K	Buy	+7,838	New	+$646K	0.29%	81

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

BlueDoor Private Wealth's UTES Position: Q2 2026 in Review

BlueDoor Private Wealth increased its Virtus Reaves Utilities ETF (UTES) stake by 16% in Q2 2026, buying an estimated $96.2K and bringing the position to 8,469 shares worth $692K. The position accounts for 0.29% of the portfolio, ranked #83.

BlueDoor Private Wealth first reported a position in UTES in Q4 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

BlueDoor Private Wealth held 8,469 shares of Virtus Reaves Utilities ETF worth $692K as of Q2 2026.
BlueDoor Private Wealth bought 1,186 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $96.2K.
Virtus Reaves Utilities ETF made up 0.29% of BlueDoor Private Wealth's portfolio in Q2 2026, its #83 holding.
BlueDoor Private Wealth first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and has held it in 3 quarters since.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on BlueDoor Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.