Focus Financial Network
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Focus Financial Network’s Virtus Reaves Utilities ETF UTES Stock Holding History

Focus Financial Network’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 		$390K Sell
5,552
-17
-0.3% -$1.3K 0.01% 556
2026
Q2 		$455K Buy
+5,569
New +$452K 0.01% 503

Other funds holding UTES

KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Ted Buchan & Co
Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return
BostonPremier Wealth
BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Family Legacy Inc
Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Acorn Wealth Advisors
Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

Focus Financial Network's UTES Position: Q3 2026 in Review

Focus Financial Network reduced its Virtus Reaves Utilities ETF (UTES) stake by 0.31% in Q3 2026, selling an estimated $1.3K and leaving 5,552 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #556.

Focus Financial Network first reported a position in UTES in Q2 2026 and has held it in 2 quarters since. The position peaked at $455K in Q2 2026. 42 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

  • Focus Financial Network held 5,552 shares of Virtus Reaves Utilities ETF worth $390K as of Q3 2026.
  • Focus Financial Network sold 17 Virtus Reaves Utilities ETF shares in Q3 2026, an estimated $1.3K.
  • Virtus Reaves Utilities ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #556 holding.
  • Focus Financial Network first reported a position in Virtus Reaves Utilities ETF in Q2 2026 and has held it in 2 quarters since.
  • Focus Financial Network's Virtus Reaves Utilities ETF position peaked at $455K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.