First Heartland Consultants’s Virtus Reaves Utilities ETF UTES Stock Holding History

First Heartland Consultants’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	$631K	Buy	7,717 +620	+9%	+$50.3K	0.04%	283
2026 Q1	$567K	Buy	7,097 +105	+2%	+$8.44K	0.04%	270
2025 Q4	$552K	Buy	6,992 +132	+2%	+$10.9K	0.04%	278
2025 Q3	$572K	Buy	6,860 +1,155	+20%	+$91.9K	0.05%	259
2025 Q2	$431K	Buy	5,705 +1,176	+26%	+$81.6K	0.04%	300
2025 Q1	$293K	Buy	+4,529	New	+$304K	0.03%	351

Other funds holding UTES

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

First Heartland Consultants's UTES Position: Q2 2026 in Review

First Heartland Consultants increased its Virtus Reaves Utilities ETF (UTES) stake by 8.7% in Q2 2026, buying an estimated $50.3K and bringing the position to 7,717 shares worth $631K. The position accounts for 0.04% of the portfolio, ranked #283.

First Heartland Consultants first reported a position in UTES in Q1 2025 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

First Heartland Consultants held 7,717 shares of Virtus Reaves Utilities ETF worth $631K as of Q2 2026.
First Heartland Consultants bought 620 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $50.3K.
Virtus Reaves Utilities ETF made up 0.04% of First Heartland Consultants's portfolio in Q2 2026, its #283 holding.
First Heartland Consultants first reported a position in Virtus Reaves Utilities ETF in Q1 2025 and has held it in 6 quarters since.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.