Foresight Capital Management Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Foresight Capital Management Advisors’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	$298K	Buy	3,647 +55	+2%	+$4.46K	0.14%	68
2026 Q1	$287K	Sell	3,592 -21	-0.6%	-$1.69K	0.16%	63
2025 Q4	$285K	Sell	3,613 -53	-1%	-$4.37K	0.15%	65
2025 Q3	$306K	Sell	3,666 -679	-16%	-$54K	0.17%	61
2025 Q2	$328K	Buy	+4,345	New	+$302K	0.19%	60
2022 Q2	–	Sell	-2,388	Closed	-$117K	–	136
2022 Q1	$117K	Buy	+2,388	New	+$109K	0.13%	45

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 22.9% 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

Foresight Capital Management Advisors's UTES Position: Q2 2026 in Review

Foresight Capital Management Advisors increased its Virtus Reaves Utilities ETF (UTES) stake by 1.5% in Q2 2026, buying an estimated $4.46K and bringing the position to 3,647 shares worth $298K. The position accounts for 0.14% of the portfolio, ranked #68.

Foresight Capital Management Advisors first reported a position in UTES in Q1 2022 and has held it in 6 quarters since. The position peaked at $328K in Q2 2025. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Foresight Capital Management Advisors held 3,647 shares of Virtus Reaves Utilities ETF worth $298K as of Q2 2026.
Foresight Capital Management Advisors bought 55 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $4.46K.
Virtus Reaves Utilities ETF made up 0.14% of Foresight Capital Management Advisors's portfolio in Q2 2026, its #68 holding.
Foresight Capital Management Advisors first reported a position in Virtus Reaves Utilities ETF in Q1 2022 and has held it in 6 quarters since.
Foresight Capital Management Advisors's Virtus Reaves Utilities ETF position peaked at $328K in Q2 2025.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Foresight Capital Management Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.