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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Chicago Partners Investment Group's UTES Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Virtus Reaves Utilities ETF (UTES) stake by 5.1% in Q1 2026, buying an estimated $34.1K and bringing the position to 8,825 shares worth $708K. The position accounts for 0.02% of the portfolio, ranked #690.

Chicago Partners Investment Group first reported a position in UTES in Q2 2025 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

Chicago Partners Investment Group held 8,825 shares of Virtus Reaves Utilities ETF worth $708K as of Q1 2026.
Chicago Partners Investment Group bought 425 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $34.1K.
Virtus Reaves Utilities ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q1 2026, its #690 holding.
Chicago Partners Investment Group first reported a position in Virtus Reaves Utilities ETF in Q2 2025 and has held it in 4 quarters since.
182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.