Clear Creek Financial Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Clear Creek Financial 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	$2.56M	Sell	31,339 -8,647	-22%	-$702K	0.16%	140
2026 Q1	$3.19M	Buy	39,986 +2,256	+6%	+$181K	0.24%	97
2025 Q4	$2.98M	Buy	37,730 +659	+2%	+$54.4K	0.24%	97
2025 Q3	$3.09M	Sell	37,071 -919	-2%	-$73.1K	0.27%	87
2025 Q2	$2.87M	Sell	37,990 -57	-0.1%	-$3.96K	0.27%	81
2025 Q1	$2.46M	Sell	38,047 -348	-0.9%	-$23.4K	0.25%	86
2024 Q4	$2.45M	Sell	38,395 -5,820	-13%	-$381K	0.26%	85
2024 Q3	$2.83M	Buy	44,215 +4,789	+12%	+$267K	0.32%	70
2024 Q2	$2.04M	Buy	+39,426	New	+$2.03M	0.25%	86

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 22.96% 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

Clear Creek Financial Management's UTES Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Virtus Reaves Utilities ETF (UTES) stake by 22% in Q2 2026, selling an estimated $702K and leaving 31,339 shares worth $2.56M. The position accounts for 0.16% of the portfolio, ranked #140.

Clear Creek Financial Management first reported a position in UTES in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.19M in Q1 2026. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Clear Creek Financial Management held 31,339 shares of Virtus Reaves Utilities ETF worth $2.56M as of Q2 2026.
Clear Creek Financial Management sold 8,647 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $702K.
Virtus Reaves Utilities ETF made up 0.16% of Clear Creek Financial Management's portfolio in Q2 2026, its #140 holding.
Clear Creek Financial Management first reported a position in Virtus Reaves Utilities ETF in Q2 2024 and has held it in 9 quarters since.
Clear Creek Financial Management's Virtus Reaves Utilities ETF position peaked at $3.19M in Q1 2026.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.