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Family Legacy Inc’s Virtus Reaves Utilities ETF UTES Stock Holding History

Family Legacy Inc’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
Q2 		$3.18M Buy
38,902
+1,418
+4% +$115K 0.85% 44
2026
Q1 		$2.99M Buy
+37,484
New +$3.01M 0.9% 42

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Treasurer of the State of North Carolina
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Family Legacy Inc's UTES Position: Q2 2026 in Review

Family Legacy Inc increased its Virtus Reaves Utilities ETF (UTES) stake by 3.8% in Q2 2026, buying an estimated $115K and bringing the position to 38,902 shares worth $3.18M. The position accounts for 0.85% of the portfolio, ranked #44.

Family Legacy Inc first reported a position in UTES in Q1 2026 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Family Legacy Inc held 38,902 shares of Virtus Reaves Utilities ETF worth $3.18M as of Q2 2026.
  • Family Legacy Inc bought 1,418 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $115K.
  • Virtus Reaves Utilities ETF made up 0.85% of Family Legacy Inc's portfolio in Q2 2026, its #44 holding.
  • Family Legacy Inc first reported a position in Virtus Reaves Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • 179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Family Legacy Inc's 13F filing for Q2 2026, filed 6 Aug 2026.