Flaharty Asset Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Flaharty Asset Management’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	$885K	Sell	10,904 -103,535	-90%	-$8.4M	1.27%	28
2026 Q1	$9.14M	Buy	114,439 +4,051	+4%	+$325K	1.14%	27
2025 Q4	$8.79M	Buy	+110,388	New	+$9.1M	1.1%	28

Other funds holding UTES

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return