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BostonPremier Wealth’s Virtus Reaves Utilities ETF UTES Stock Holding History

BostonPremier 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
Q3 		$4.3M Buy
61,328
+4,252
+7% +$325K 1.76% 10
2026
Q2 		$4.67M Buy
57,076
+2,674
+5% +$217K 1.98% 10
2026
Q1 		$4.35M Buy
54,402
+2,559
+5% +$206K 2.25% 10
2025
Q4 		$4.09M Buy
51,843
+5,770
+13% +$476K 2.1% 10
2025
Q3 		$3.84M Buy
+46,073
New +$3.67M 1.91% 12

Other funds holding UTES

Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
FLI
Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return
HA
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

BostonPremier Wealth's UTES Position: Q3 2026 in Review

BostonPremier Wealth increased its Virtus Reaves Utilities ETF (UTES) stake by 7.4% in Q3 2026, buying an estimated $325K and bringing the position to 61,328 shares worth $4.3M. The position accounts for 1.76% of the portfolio, ranked #10.

BostonPremier Wealth first reported a position in UTES in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.67M in Q2 2026. 31 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

  • BostonPremier Wealth held 61,328 shares of Virtus Reaves Utilities ETF worth $4.3M as of Q3 2026.
  • BostonPremier Wealth bought 4,252 Virtus Reaves Utilities ETF shares in Q3 2026, an estimated $325K.
  • Virtus Reaves Utilities ETF made up 1.76% of BostonPremier Wealth's portfolio in Q3 2026, its #10 holding.
  • BostonPremier Wealth first reported a position in Virtus Reaves Utilities ETF in Q3 2025 and has held it in 5 quarters since.
  • BostonPremier Wealth's Virtus Reaves Utilities ETF position peaked at $4.67M in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.