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 Q2	$455K	Buy	+5,569	New	+$452K	0.01%	503

Other funds holding UTES

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 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

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Focus Financial Network's UTES Position: Q2 2026 in Review

Focus Financial Network opened a new position in Virtus Reaves Utilities ETF (UTES) in Q2 2026: 5,569 shares worth $455K. The stake represents 0.01% of the portfolio and ranks #503 among its holdings.

34 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Focus Financial Network held 5,569 shares of Virtus Reaves Utilities ETF worth $455K as of Q2 2026.
Virtus Reaves Utilities ETF was a new Focus Financial Network position in Q2 2026.
Virtus Reaves Utilities ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #503 holding.
34 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.