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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
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

Elm3 Financial Group's UTES Position: Q1 2026 in Review

Elm3 Financial Group increased its Virtus Reaves Utilities ETF (UTES) stake by 8.1% in Q1 2026, buying an estimated $79.9K and bringing the position to 13,306 shares worth $1.06M. The position accounts for 0.9% of the portfolio, ranked #32.

Elm3 Financial Group first reported a position in UTES in Q4 2025 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • Elm3 Financial Group held 13,306 shares of Virtus Reaves Utilities ETF worth $1.06M as of Q1 2026.
  • Elm3 Financial Group bought 995 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $79.9K.
  • Virtus Reaves Utilities ETF made up 0.9% of Elm3 Financial Group's portfolio in Q1 2026, its #32 holding.
  • Elm3 Financial Group first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.