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

Formidable 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
Q1 		– Sell
-2,501
Closed -$209K – 414
2025
Q4 		$209K Sell
2,501
-1,400
-36% -$115K 0.03% 377
2025
Q3 		$295K Sell
3,901
-260
-6% -$20.7K 0.05% 324
2025
Q2 		$269K Hold
4,161
– – 0.05% 324
2025
Q1 		$269K Sell
4,161
-400
-9% -$26.9K 0.04% 323
2024
Q4 		$291K Sell
4,561
-400
-8% -$26.2K 0.05% 302
2024
Q3 		$317K Buy
+4,961
New +$277K 0.05% 285

Other funds holding UTES

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Formidable Asset Management's UTES Position: Q1 2026 in Review

Formidable Asset Management sold out of Virtus Reaves Utilities ETF (UTES) in Q1 2026, closing a stake of 2,501 shares — an estimated $209K sold.

Formidable Asset Management first reported a position in UTES in Q3 2024 and held it in 6 quarters. The position peaked at $317K in Q3 2024. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • Formidable Asset Management reported no remaining Virtus Reaves Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Formidable Asset Management sold 2,501 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $209K.
  • Formidable Asset Management first reported a position in Virtus Reaves Utilities ETF in Q3 2024 and held it in 6 quarters.
  • Formidable Asset Management's Virtus Reaves Utilities ETF position peaked at $317K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Formidable Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.