Elm3 Financial Group
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Elm3 Financial Group’s Virtus Reaves Utilities ETF UTES Stock Holding History

Elm3 Financial 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
Q3 		$748K Sell
10,657
-1,619
-13% -$124K 0.5% 49
2026
Q2 		$1M Sell
12,276
-1,030
-8% -$83.6K 0.69% 40
2026
Q1 		$1.06M Buy
13,306
+995
+8% +$79.9K 0.9% 32
2025
Q4 		$972K Buy
+12,311
New +$1.02M 0.81% 30

Other funds holding UTES

Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Ted Buchan & Co
Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return
BostonPremier Wealth
BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return
Royal Harbor Partners
Royal Harbor Partners Houston, Texas $327M AUM 8.21% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Family Legacy Inc
Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Elm3 Financial Group's UTES Position: Q3 2026 in Review

Elm3 Financial Group reduced its Virtus Reaves Utilities ETF (UTES) stake by 13% in Q3 2026, selling an estimated $124K and leaving 10,657 shares worth $748K. The position accounts for 0.5% of the portfolio, ranked #49.

Elm3 Financial Group first reported a position in UTES in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q1 2026. 56 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

  • Elm3 Financial Group held 10,657 shares of Virtus Reaves Utilities ETF worth $748K as of Q3 2026.
  • Elm3 Financial Group sold 1,619 Virtus Reaves Utilities ETF shares in Q3 2026, an estimated $124K.
  • Virtus Reaves Utilities ETF made up 0.5% of Elm3 Financial Group's portfolio in Q3 2026, its #49 holding.
  • Elm3 Financial Group first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and has held it in 4 quarters since.
  • Elm3 Financial Group's Virtus Reaves Utilities ETF position peaked at $1.06M in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.