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 Q2	$586K	Buy	7,167 +2,730	+62%	+$222K	0.02%	425
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

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

Csenge Advisory Group's UTES Position: Q2 2026 in Review

Csenge Advisory Group increased its Virtus Reaves Utilities ETF (UTES) stake by 62% in Q2 2026, buying an estimated $222K and bringing the position to 7,167 shares worth $586K. The position accounts for 0.02% of the portfolio, ranked #425.

Csenge Advisory Group first reported a position in UTES in Q4 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Csenge Advisory Group held 7,167 shares of Virtus Reaves Utilities ETF worth $586K as of Q2 2026.
Csenge Advisory Group bought 2,730 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $222K.
Virtus Reaves Utilities ETF made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #425 holding.
Csenge Advisory Group first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and has held it in 3 quarters since.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.