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 Q1	$10.4K	Buy	+130	New	+$10.4K	﹤0.01%	421

Other funds holding UTES

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

AWM

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

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Cherry Tree Wealth Management's UTES Position: Q1 2026 in Review

Cherry Tree Wealth Management opened a new position in Virtus Reaves Utilities ETF (UTES) in Q1 2026: 130 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings.

183 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

Cherry Tree Wealth Management held 130 shares of Virtus Reaves Utilities ETF worth $10.4K as of Q1 2026.
Virtus Reaves Utilities ETF was a new Cherry Tree Wealth Management position in Q1 2026.
Virtus Reaves Utilities ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #421 holding.
183 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.