D
UTES icon

Diversified’s Virtus Reaves Utilities ETF UTES Stock Holding History

Diversified’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
2021
Q1 		– Sell
-73
Closed -$3K – 320
2020
Q4 		$3K Buy
+73
New +$2.94K ﹤0.01% 340

Other funds holding UTES

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $391M AUM 40.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Diversified's UTES Position: Q1 2021 in Review

Diversified sold out of Virtus Reaves Utilities ETF (UTES) in Q1 2021, closing a stake of 73 shares — an estimated $3K sold.

Diversified first reported a position in UTES in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 14 funds tracked by Wall St. Rank hold UTES as of Q1 2021.

  • Diversified reported no remaining Virtus Reaves Utilities ETF position as of Q1 2021 after selling out during the quarter.
  • Diversified sold 73 Virtus Reaves Utilities ETF shares in Q1 2021, an estimated $3K.
  • Diversified first reported a position in Virtus Reaves Utilities ETF in Q4 2020 and held it in 1 quarter.
  • Diversified's Virtus Reaves Utilities ETF position peaked at $3K in Q4 2020.
  • 14 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.