Envestnet Asset Management
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Envestnet Asset Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Envestnet Asset Management’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
2025
Q2 		$2.19M Sell
2025
Q1 		$2.25M Buy
2024
Q4 		$1.78M Buy
2024
Q3 		$1.77M Buy
2024
Q2 		$312K Buy
2020
Q1 		– Sell
2019
Q4 		$691K Buy
2016
Q4 		– Sell
2016
Q3 		$81K Buy
2016
Q2 		$70K Sell
2016
Q1 		$79K Buy