Chicago Partners Investment Group’s Virtus Reaves Utilities ETF UTES Stock Holding History

Chicago Partners Investment Group’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	$729K	Hold	8,825	–	–	0.01%	796
2026 Q1	$708K	Buy	8,825 +425	+5%	+$34.1K	0.02%	690
2025 Q4	$652K	Buy	8,400 +250	+3%	+$20.6K	0.02%	630
2025 Q3	$688K	Buy	8,150 +1,150	+16%	+$91.5K	0.02%	546
2025 Q2	$556K	Buy	+7,000	New	+$486K	0.02%	556

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 22.9% 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

Chicago Partners Investment Group's UTES Position: Q2 2026 in Review

Chicago Partners Investment Group held its Virtus Reaves Utilities ETF (UTES) position steady in Q2 2026 at 8,825 shares worth $729K. The position accounts for 0.01% of the portfolio, ranked #796.

Chicago Partners Investment Group first reported a position in UTES in Q2 2025 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Chicago Partners Investment Group held 8,825 shares of Virtus Reaves Utilities ETF worth $729K as of Q2 2026.
Chicago Partners Investment Group left its Virtus Reaves Utilities ETF share count unchanged in Q2 2026.
Virtus Reaves Utilities ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #796 holding.
Chicago Partners Investment Group first reported a position in Virtus Reaves Utilities ETF in Q2 2025 and has held it in 5 quarters since.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.