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Farther Finance Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Farther Finance Advisors’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
Q3 		$574K Sell
8,185
-5,257
-39% -$402K ﹤0.01% 1482
2026
Q2 		$1.1M Buy
13,442
+13,194
+5,320% +$1.07M 0.01% 1044
2026
Q1 		$20K Buy
+248
New +$19.9K ﹤0.01% 3654

Other funds holding UTES

PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Farther Finance Advisors's UTES Position: Q3 2026 in Review

Farther Finance Advisors reduced its Virtus Reaves Utilities ETF (UTES) stake by 39% in Q3 2026, selling an estimated $402K and leaving 8,185 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Farther Finance Advisors first reported a position in UTES in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.1M in Q2 2026. 9 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

  • Farther Finance Advisors held 8,185 shares of Virtus Reaves Utilities ETF worth $574K as of Q3 2026.
  • Farther Finance Advisors sold 5,257 Virtus Reaves Utilities ETF shares in Q3 2026, an estimated $402K.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1482 holding.
  • Farther Finance Advisors first reported a position in Virtus Reaves Utilities ETF in Q1 2026 and has held it in 3 quarters since.
  • Farther Finance Advisors's Virtus Reaves Utilities ETF position peaked at $1.1M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.