Comprehensive Wealth Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Comprehensive Wealth 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	$1.96M	Buy	24,480 +1,586	+7%	+$127K	0.99%	18
2025 Q4	$1.81M	Buy	22,894 +2,401	+12%	+$198K	1.07%	20
2025 Q3	$1.71M	Buy	20,493 +3,627	+22%	+$289K	1.21%	20
2025 Q2	$1.28M	Buy	16,866 +80	+0.5%	+$5.55K	1.03%	19
2025 Q1	$1.08M	Buy	16,786 +2,752	+20%	+$185K	0.75%	18
2024 Q4	$895K	Buy	14,034 +705	+5%	+$46.2K	0.67%	16
2024 Q3	$853K	Sell	13,329 -720	-5%	-$40.2K	0.55%	13
2024 Q2	$728K	Buy	+14,049	New	+$724K	0.53%	13

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 $2.02B AUM 24.14% 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

Comprehensive Wealth Management's UTES Position: Q1 2026 in Review

Comprehensive Wealth Management increased its Virtus Reaves Utilities ETF (UTES) stake by 6.9% in Q1 2026, buying an estimated $127K and bringing the position to 24,480 shares worth $1.96M. The position accounts for 0.99% of the portfolio, ranked #18.

Comprehensive Wealth Management first reported a position in UTES in Q2 2024 and has held it in 8 quarters since. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

Comprehensive Wealth Management held 24,480 shares of Virtus Reaves Utilities ETF worth $1.96M as of Q1 2026.
Comprehensive Wealth Management bought 1,586 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $127K.
Virtus Reaves Utilities ETF made up 0.99% of Comprehensive Wealth Management's portfolio in Q1 2026, its #18 holding.
Comprehensive Wealth Management first reported a position in Virtus Reaves Utilities ETF in Q2 2024 and has held it in 8 quarters since.
182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.