Cary Street Partners’s Virtus Reaves Utilities ETF UTES Stock Holding History

Cary Street Partners’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	$284K	Buy	3,480 +310	+10%	+$25.2K	0.01%	824
2026 Q1	$253K	Hold	3,170	–	–	0.01%	764
2025 Q4	$250K	Buy	3,170 +750	+31%	+$61.9K	0.01%	779
2025 Q3	$202K	Buy	+2,420	New	+$193K	0.01%	790

Other funds holding UTES

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 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

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SCM

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

Cary Street Partners's UTES Position: Q2 2026 in Review

Cary Street Partners increased its Virtus Reaves Utilities ETF (UTES) stake by 9.8% in Q2 2026, buying an estimated $25.2K and bringing the position to 3,480 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #824.

Cary Street Partners first reported a position in UTES in Q3 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Cary Street Partners held 3,480 shares of Virtus Reaves Utilities ETF worth $284K as of Q2 2026.
Cary Street Partners bought 310 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $25.2K.
Virtus Reaves Utilities ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #824 holding.
Cary Street Partners first reported a position in Virtus Reaves Utilities ETF in Q3 2025 and has held it in 4 quarters since.
42 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.