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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
Q2 		$5.64K Hold
69
– – ﹤0.01% 391
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
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

Copia Wealth Management's UTES Position: Q2 2026 in Review

Copia Wealth Management held its Virtus Reaves Utilities ETF (UTES) position steady in Q2 2026 at 69 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Copia Wealth Management first reported a position in UTES in Q4 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Copia Wealth Management held 69 shares of Virtus Reaves Utilities ETF worth $5.64K as of Q2 2026.
  • Copia Wealth Management left its Virtus Reaves Utilities ETF share count unchanged in Q2 2026.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #391 holding.
  • Copia Wealth Management first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.