Financial Security Advisor’s Virtus Reaves Utilities ETF UTES Stock Holding History

Financial Security Advisor’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	$225K	Buy	+3,203	New	+$245K	0.04%	159

Other funds holding UTES

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

XP Advisory US Miami, Florida $226M AUM

Financial Security Advisor's UTES Position: Q3 2026 in Review

Financial Security Advisor opened a new position in Virtus Reaves Utilities ETF (UTES) in Q3 2026: 3,203 shares worth $225K. The stake represents 0.04% of the portfolio and ranks #159 among its holdings.

154 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

Financial Security Advisor held 3,203 shares of Virtus Reaves Utilities ETF worth $225K as of Q3 2026.
Virtus Reaves Utilities ETF was a new Financial Security Advisor position in Q3 2026.
Virtus Reaves Utilities ETF made up 0.04% of Financial Security Advisor's portfolio in Q3 2026, its #159 holding.
154 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on Financial Security Advisor's 13F filing for Q3 2026, filed 3 Nov 2026.