Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Virtus Reaves Utilities ETF UTES Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$9.11K Sell
114
-436
-79% -$35K ﹤0.01% 4810
2025
Q4 		$43K Buy
550
+481
+697% +$39.7K ﹤0.01% 3717
2025
Q3 		$6K Buy
+69
New +$5.49K ﹤0.01% 4701
2024
Q3 		– Sell
-20
Closed -$1K – 5175
2024
Q2 		$1K Buy
+20
New +$1.03K ﹤0.01% 4509

Other funds holding UTES

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UTES Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Virtus Reaves Utilities ETF (UTES) stake by 79% in Q1 2026, selling an estimated $35K and leaving 114 shares worth $9.11K. The position accounts for ﹤0.01% of the portfolio, ranked #4810.

Carson Wealth (CWM LLC) first reported a position in UTES in Q2 2024 and has held it in 4 quarters since. The position peaked at $43K in Q4 2025. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • Carson Wealth (CWM LLC) held 114 shares of Virtus Reaves Utilities ETF worth $9.11K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 436 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $35K.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4810 holding.
  • Carson Wealth (CWM LLC) first reported a position in Virtus Reaves Utilities ETF in Q2 2024 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s Virtus Reaves Utilities ETF position peaked at $43K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.