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

Copia 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 		$5.51K Hold
69
– – ﹤0.01% 370
2025
Q4 		$5.45K Buy
+69
New +$5.69K ﹤0.01% 372

Other funds holding UTES

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $666B 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 $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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

Copia Wealth Management held its Virtus Reaves Utilities ETF (UTES) position steady in Q1 2026 at 69 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Copia Wealth Management first reported a position in UTES in Q4 2025 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • Copia Wealth Management held 69 shares of Virtus Reaves Utilities ETF worth $5.51K as of Q1 2026.
  • Copia Wealth Management left its Virtus Reaves Utilities ETF share count unchanged in Q1 2026.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q1 2026, its #370 holding.
  • Copia Wealth Management first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.