Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Cambridge Investment Research Advisors’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 		$13.4M Buy
163,519
+1,454
+0.9% +$118K 0.03% 530
2026
Q1 		$12.9M Sell
162,065
-133,625
-45% -$10.7M 0.03% 519
2025
Q4 		$23.3M Buy
295,690
+15,848
+6% +$1.31M 0.06% 310
2025
Q3 		$23.4M Buy
279,842
+15,790
+6% +$1.26M 0.06% 296
2025
Q2 		$20M Buy
264,052
+50,761
+24% +$3.52M 0.06% 313
2025
Q1 		$13.8M Buy
213,291
+36,088
+20% +$2.42M 0.05% 401
2024
Q4 		$11.3M Sell
177,203
-28,440
-14% -$1.86M 0.04% 444
2024
Q3 		$13.2M Buy
+205,643
New +$11.5M 0.04% 406

Other funds holding UTES

AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
BW
BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return

Cambridge Investment Research Advisors's UTES Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Virtus Reaves Utilities ETF (UTES) stake by 0.9% in Q2 2026, buying an estimated $118K and bringing the position to 163,519 shares worth $13.4M. The position accounts for 0.03% of the portfolio, ranked #530.

Cambridge Investment Research Advisors first reported a position in UTES in Q3 2024 and has held it in 8 quarters since. The position peaked at $23.4M in Q3 2025. 76 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Cambridge Investment Research Advisors held 163,519 shares of Virtus Reaves Utilities ETF worth $13.4M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,454 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $118K.
  • Virtus Reaves Utilities ETF made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #530 holding.
  • Cambridge Investment Research Advisors first reported a position in Virtus Reaves Utilities ETF in Q3 2024 and has held it in 8 quarters since.
  • Cambridge Investment Research Advisors's Virtus Reaves Utilities ETF position peaked at $23.4M in Q3 2025.
  • 76 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.