CIBC Private Wealth Group’s Virtus Reaves Utilities ETF UTES Stock Holding History

CIBC Private Wealth 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
2025 Q4	$1.03K	Buy	+13	New	+$1.07K	﹤0.01%	2910

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AWM

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

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

CIBC Private Wealth Group's UTES Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Virtus Reaves Utilities ETF (UTES) in Q4 2025: 13 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #2910 among its holdings.

168 funds tracked by Wall St. Rank hold UTES as of Q4 2025.

CIBC Private Wealth Group held 13 shares of Virtus Reaves Utilities ETF worth $1.03K as of Q4 2025.
Virtus Reaves Utilities ETF was a new CIBC Private Wealth Group position in Q4 2025.
Virtus Reaves Utilities ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2910 holding.
168 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.