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Cherry Tree Wealth Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Cherry Tree Wealth Management’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 		$10.6K Hold
130
– – ﹤0.01% 437
2026
Q1 		$10.4K Buy
+130
New +$10.4K ﹤0.01% 421

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Treasurer of the State of North Carolina
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Osaic Holdings
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
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

Cherry Tree Wealth Management's UTES Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Virtus Reaves Utilities ETF (UTES) position steady in Q2 2026 at 130 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Cherry Tree Wealth Management first reported a position in UTES in Q1 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Cherry Tree Wealth Management held 130 shares of Virtus Reaves Utilities ETF worth $10.6K as of Q2 2026.
  • Cherry Tree Wealth Management left its Virtus Reaves Utilities ETF share count unchanged in Q2 2026.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #437 holding.
  • Cherry Tree Wealth Management first reported a position in Virtus Reaves Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.