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Brookstone Capital Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Brookstone Capital 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
2025
Q4 		– Sell
-2,994
Closed -$250K – 1237
2025
Q3 		$250K Sell
2,994
-1,239
-29% -$98.6K ﹤0.01% 1032
2025
Q2 		$320K Sell
4,233
-4,510
-52% -$313K ﹤0.01% 870
2025
Q1 		$565K Buy
8,743
+633
+8% +$42.5K 0.01% 688
2024
Q4 		$517K Buy
+8,110
New +$531K 0.01% 688

Other funds holding UTES

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Brookstone Capital Management's UTES Position: Q4 2025 in Review

Brookstone Capital Management sold out of Virtus Reaves Utilities ETF (UTES) in Q4 2025, closing a stake of 2,994 shares — an estimated $250K sold.

Brookstone Capital Management first reported a position in UTES in Q4 2024 and held it in 4 quarters. The position peaked at $565K in Q1 2025. 168 funds tracked by Wall St. Rank hold UTES as of Q4 2025.

  • Brookstone Capital Management reported no remaining Virtus Reaves Utilities ETF position as of Q4 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 2,994 Virtus Reaves Utilities ETF shares in Q4 2025, an estimated $250K.
  • Brookstone Capital Management first reported a position in Virtus Reaves Utilities ETF in Q4 2024 and held it in 4 quarters.
  • Brookstone Capital Management's Virtus Reaves Utilities ETF position peaked at $565K in Q1 2025.
  • 168 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q4 2025.

Based on Brookstone Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.