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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
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

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
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 $4.21B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return