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Csenge Advisory Group’s Virtus Reaves Utilities ETF UTES Stock Holding History

Csenge Advisory Group’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 		$355K Buy
4,437
+529
+14% +$42.5K 0.02% 516
2025
Q4 		$309K Buy
+3,908
New +$322K 0.01% 561

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

Csenge Advisory Group's UTES Position: Q1 2026 in Review

Csenge Advisory Group increased its Virtus Reaves Utilities ETF (UTES) stake by 14% in Q1 2026, buying an estimated $42.5K and bringing the position to 4,437 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #516.

Csenge Advisory Group 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.

  • Csenge Advisory Group held 4,437 shares of Virtus Reaves Utilities ETF worth $355K as of Q1 2026.
  • Csenge Advisory Group bought 529 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $42.5K.
  • Virtus Reaves Utilities ETF made up 0.02% of Csenge Advisory Group's portfolio in Q1 2026, its #516 holding.
  • Csenge Advisory Group 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 Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.