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Financial Architects (New Jersey)’s Virtus Reaves Utilities ETF UTES Stock Holding History

Financial Architects (New Jersey)’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
2020
Q2 		– Sell
-1,753
Closed -$61K – 918
2020
Q1 		$61K Buy
+1,753
New +$70.4K 0.02% 366

Other funds holding UTES

AWM
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SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Financial Architects (New Jersey)'s UTES Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of Virtus Reaves Utilities ETF (UTES) in Q2 2020, closing a stake of 1,753 shares — an estimated $61K sold.

Financial Architects (New Jersey) first reported a position in UTES in Q1 2020 and held it in 1 quarter. The position peaked at $61K in Q1 2020. 13 funds tracked by Wall St. Rank hold UTES as of Q2 2020.

  • Financial Architects (New Jersey) reported no remaining Virtus Reaves Utilities ETF position as of Q2 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,753 Virtus Reaves Utilities ETF shares in Q2 2020, an estimated $61K.
  • Financial Architects (New Jersey) first reported a position in Virtus Reaves Utilities ETF in Q1 2020 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Virtus Reaves Utilities ETF position peaked at $61K in Q1 2020.
  • 13 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.