DHJJ Financial Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

DHJJ Financial Advisors’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	$799	Hold	10	–	–	﹤0.01%	846
2025 Q4	$790	Hold	10	–	–	﹤0.01%	807
2025 Q3	$835	Hold	10	–	–	﹤0.01%	776
2025 Q2	$756	Hold	10	–	–	﹤0.01%	761
2025 Q1	$646	Hold	10	–	–	﹤0.01%	730
2024 Q4	$638	Hold	10	–	–	﹤0.01%	693
2024 Q3	$640	Hold	10	–	–	﹤0.01%	680
2024 Q2	$519	Hold	10	–	–	﹤0.01%	652
2024 Q1	$486	Hold	10	–	–	﹤0.01%	646
2023 Q4	$447	Hold	10	–	–	﹤0.01%	640
2023 Q3	$417	Buy	+10	New	+$451	﹤0.01%	638

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 $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

DHJJ Financial Advisors's UTES Position: Q1 2026 in Review

DHJJ Financial Advisors held its Virtus Reaves Utilities ETF (UTES) position steady in Q1 2026 at 10 shares worth $799. The position accounts for ﹤0.01% of the portfolio, ranked #846.

DHJJ Financial Advisors first reported a position in UTES in Q3 2023 and has held it in 11 quarters since. The position peaked at $835 in Q3 2025. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

DHJJ Financial Advisors held 10 shares of Virtus Reaves Utilities ETF worth $799 as of Q1 2026.
DHJJ Financial Advisors left its Virtus Reaves Utilities ETF share count unchanged in Q1 2026.
Virtus Reaves Utilities ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #846 holding.
DHJJ Financial Advisors first reported a position in Virtus Reaves Utilities ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Virtus Reaves Utilities ETF position peaked at $835 in Q3 2025.
182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.