Dynamic Advisor Solutions’s Virtus Reaves Utilities ETF UTES Stock Holding History

Dynamic Advisor Solutions’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	$496K	Buy	6,070 +222	+4%	+$18K	0.01%	689
2026 Q1	$467K	Sell	5,848 -46	-0.8%	-$3.69K	0.01%	664
2025 Q4	$465K	Buy	5,894 +46	+0.8%	+$3.79K	0.01%	648
2025 Q3	$488K	Buy	5,848 +669	+13%	+$53.2K	0.01%	638
2025 Q2	$392K	Buy	+5,179	New	+$360K	0.01%	665

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

Dynamic Advisor Solutions's UTES Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Virtus Reaves Utilities ETF (UTES) stake by 3.8% in Q2 2026, buying an estimated $18K and bringing the position to 6,070 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #689.

Dynamic Advisor Solutions first reported a position in UTES in Q2 2025 and has held it in 5 quarters since. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Dynamic Advisor Solutions held 6,070 shares of Virtus Reaves Utilities ETF worth $496K as of Q2 2026.
Dynamic Advisor Solutions bought 222 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $18K.
Virtus Reaves Utilities ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #689 holding.
Dynamic Advisor Solutions first reported a position in Virtus Reaves Utilities ETF in Q2 2025 and has held it in 5 quarters since.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.