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Essex Financial Services’s Virtus Reaves Utilities ETF UTES Stock Holding History

Essex Financial Services’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
Q4 		– Sell
-4,432
Closed -$370K – 809
2025
Q3 		$370K Buy
4,432
+314
+8% +$25K 0.02% 512
2025
Q2 		$311K Buy
+4,118
New +$286K 0.02% 534

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Essex Financial Services's UTES Position: Q4 2025 in Review

Essex Financial Services sold out of Virtus Reaves Utilities ETF (UTES) in Q4 2025, closing a stake of 4,432 shares — an estimated $370K sold.

Essex Financial Services first reported a position in UTES in Q2 2025 and held it in 2 quarters. The position peaked at $370K in Q3 2025. 168 funds tracked by Wall St. Rank hold UTES as of Q4 2025.

  • Essex Financial Services reported no remaining Virtus Reaves Utilities ETF position as of Q4 2025 after selling out during the quarter.
  • Essex Financial Services sold 4,432 Virtus Reaves Utilities ETF shares in Q4 2025, an estimated $370K.
  • Essex Financial Services first reported a position in Virtus Reaves Utilities ETF in Q2 2025 and held it in 2 quarters.
  • Essex Financial Services's Virtus Reaves Utilities ETF position peaked at $370K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q4 2025.

Based on Essex Financial Services's 13F filing for Q4 2025, filed 10 Feb 2026.