Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Virtus Reaves Utilities ETF UTES Stock Holding History

Envestnet Portfolio Solutions’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
Q3 		– Sell
-4,841
Closed -$366K – 1574
2025
Q2 		$366K Sell
4,841
-1,350
-22% -$93.7K ﹤0.01% 1251
2025
Q1 		$400K Buy
+6,191
New +$416K ﹤0.01% 1144

Other funds holding UTES

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Envestnet Portfolio Solutions's UTES Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Virtus Reaves Utilities ETF (UTES) in Q3 2025, closing a stake of 4,841 shares — an estimated $366K sold.

Envestnet Portfolio Solutions first reported a position in UTES in Q1 2025 and held it in 2 quarters. The position peaked at $400K in Q1 2025. 130 funds tracked by Wall St. Rank hold UTES as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining Virtus Reaves Utilities ETF position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,841 Virtus Reaves Utilities ETF shares in Q3 2025, an estimated $366K.
  • Envestnet Portfolio Solutions first reported a position in Virtus Reaves Utilities ETF in Q1 2025 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Virtus Reaves Utilities ETF position peaked at $400K in Q1 2025.
  • 130 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.