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
2026
Q1 		$19.5M Buy
244,265
+46,796
+24% +$3.76M 0.01% 1362
2025
Q4 		$15.6M Buy
197,469
+133,114
+207% +$11M ﹤0.01% 1383
2025
Q3 		$5.37M Buy
64,355
+35,379
+122% +$2.81M ﹤0.01% 2191
2025
Q2 		$2.19M Sell
28,976
-5,871
-17% -$408K ﹤0.01% 2767
2025
Q1 		$2.25M Buy
34,847
+6,955
+25% +$467K ﹤0.01% 2653
2024
Q4 		$1.78M Buy
27,892
+261
+0.9% +$17.1K ﹤0.01% 2771
2024
Q3 		$1.77M Buy
27,631
+21,619
+360% +$1.21M ﹤0.01% 2749
2024
Q2 		$312K Buy
+6,012
New +$310K ﹤0.01% 3716
2020
Q1 		– Sell
-16,740
Closed -$691K – 3142
2019
Q4 		$691K Buy
+16,740
New +$679K ﹤0.01% 2246
2016
Q4 		– Sell
-2,640
Closed -$81K – 3334
2016
Q3 		$81K Buy
2,640
+509
+24% +$16.1K ﹤0.01% 2416
2016
Q2 		$70K Sell
2,131
-516
-19% -$15.6K ﹤0.01% 2593
2016
Q1 		$79K Buy
+2,647
New +$74.2K ﹤0.01% 2516

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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management's UTES Position: Q1 2026 in Review

Envestnet Asset Management increased its Virtus Reaves Utilities ETF (UTES) stake by 24% in Q1 2026, buying an estimated $3.76M and bringing the position to 244,265 shares worth $19.5M. The position accounts for 0.01% of the portfolio, ranked #1362.

Envestnet Asset Management first reported a position in UTES in Q1 2016 and has held it in 12 quarters since. 183 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • Envestnet Asset Management held 244,265 shares of Virtus Reaves Utilities ETF worth $19.5M as of Q1 2026.
  • Envestnet Asset Management bought 46,796 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $3.76M.
  • Virtus Reaves Utilities ETF made up 0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1362 holding.
  • Envestnet Asset Management first reported a position in Virtus Reaves Utilities ETF in Q1 2016 and has held it in 12 quarters since.
  • 183 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.