Cerity Partners
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Cerity Partners’s Virtus Reaves Utilities ETF UTES Stock Holding History

Cerity 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 		– Sell
-2,895
Closed -$231K – 3571
2026
Q1 		$231K Buy
+2,895
New +$233K ﹤0.01% 2789

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UBS Group
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Stifel Financial
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Royal Bank of Canada
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Envestnet Asset Management
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Raymond James Financial
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AWM
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Cerity Partners's UTES Position: Q2 2026 in Review

Cerity Partners sold out of Virtus Reaves Utilities ETF (UTES) in Q2 2026, closing a stake of 2,895 shares — an estimated $231K sold.

Cerity Partners first reported a position in UTES in Q1 2026 and held it in 1 quarter. The position peaked at $231K in Q1 2026. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Cerity Partners reported no remaining Virtus Reaves Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 2,895 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $231K.
  • Cerity Partners first reported a position in Virtus Reaves Utilities ETF in Q1 2026 and held it in 1 quarter.
  • Cerity Partners's Virtus Reaves Utilities ETF position peaked at $231K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.