Coastal Bridge Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Coastal Bridge Advisors’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	$2.69M	Buy	32,867 +148	+0.5%	+$12K	0.17%	139
2026 Q1	$2.61M	Buy	32,719 +555	+2%	+$44.6K	0.18%	129
2025 Q4	$2.54M	Buy	32,164 +2,756	+9%	+$227K	0.19%	130
2025 Q3	$2.45M	Buy	+29,408	New	+$2.34M	0.19%	125

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

Coastal Bridge Advisors's UTES Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Virtus Reaves Utilities ETF (UTES) stake by 0.45% in Q2 2026, buying an estimated $12K and bringing the position to 32,867 shares worth $2.69M. The position accounts for 0.17% of the portfolio, ranked #139.

Coastal Bridge Advisors first reported a position in UTES in Q3 2025 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Coastal Bridge Advisors held 32,867 shares of Virtus Reaves Utilities ETF worth $2.69M as of Q2 2026.
Coastal Bridge Advisors bought 148 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $12K.
Virtus Reaves Utilities ETF made up 0.17% of Coastal Bridge Advisors's portfolio in Q2 2026, its #139 holding.
Coastal Bridge Advisors first reported a position in Virtus Reaves Utilities ETF in Q3 2025 and has held it in 4 quarters since.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.