Entrust Financial’s Virtus Reaves Utilities ETF UTES Stock Holding History

Entrust Financial’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	$25.3K	Buy	+360	New	+$27.5K	0.01%	222

Other funds holding UTES

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Entrust Financial's UTES Position: Q3 2026 in Review

Entrust Financial opened a new position in Virtus Reaves Utilities ETF (UTES) in Q3 2026: 360 shares worth $25.3K. The stake represents 0.01% of the portfolio and ranks #222 among its holdings.

105 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

Entrust Financial held 360 shares of Virtus Reaves Utilities ETF worth $25.3K as of Q3 2026.
Virtus Reaves Utilities ETF was a new Entrust Financial position in Q3 2026.
Virtus Reaves Utilities ETF made up 0.01% of Entrust Financial's portfolio in Q3 2026, its #222 holding.
105 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on Entrust Financial's 13F filing for Q3 2026, filed 4 Nov 2026.