Cetera Investment Advisers’s Virtus Reaves Utilities ETF UTES Stock Holding History

Cetera Investment Advisers’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	$15.5M	Buy	190,124 +2,402	+1%	+$195K	0.01%	896
2026 Q1	$15M	Sell	187,722 -72,930	-28%	-$5.86M	0.02%	827
2025 Q4	$20.6M	Buy	260,652 +57,176	+28%	+$4.72M	0.02%	657
2025 Q3	$17M	Buy	203,476 +46,038	+29%	+$3.66M	0.02%	711
2025 Q2	$11.9M	Buy	157,438 +19,824	+14%	+$1.38M	0.02%	732
2025 Q1	$8.89M	Buy	137,614 +88,400	+180%	+$5.94M	0.02%	828
2024 Q4	$3.14M	Buy	49,214 +8,221	+20%	+$538K	0.01%	1325
2024 Q3	$2.62M	Buy	+40,993	New	+$2.29M	0.01%	1412

Other funds holding UTES

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Cetera Investment Advisers's UTES Position: Q2 2026 in Review

Cetera Investment Advisers increased its Virtus Reaves Utilities ETF (UTES) stake by 1.3% in Q2 2026, buying an estimated $195K and bringing the position to 190,124 shares worth $15.5M. The position accounts for 0.01% of the portfolio, ranked #896.

Cetera Investment Advisers first reported a position in UTES in Q3 2024 and has held it in 8 quarters since. The position peaked at $20.6M in Q4 2025. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Cetera Investment Advisers held 190,124 shares of Virtus Reaves Utilities ETF worth $15.5M as of Q2 2026.
Cetera Investment Advisers bought 2,402 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $195K.
Virtus Reaves Utilities ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #896 holding.
Cetera Investment Advisers first reported a position in Virtus Reaves Utilities ETF in Q3 2024 and has held it in 8 quarters since.
Cetera Investment Advisers's Virtus Reaves Utilities ETF position peaked at $20.6M in Q4 2025.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.