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Founders Financial Securities’s Virtus Reaves Utilities ETF UTES Stock Holding History

Founders Financial Securities’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
2025
Q1 		– Sell
-8,637
Closed -$551K – 500
2024
Q4 		$551K Buy
+8,637
New +$566K 0.05% 277

Other funds holding UTES

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Founders Financial Securities's UTES Position: Q1 2025 in Review

Founders Financial Securities sold out of Virtus Reaves Utilities ETF (UTES) in Q1 2025, closing a stake of 8,637 shares — an estimated $551K sold.

Founders Financial Securities first reported a position in UTES in Q4 2024 and held it in 1 quarter. The position peaked at $551K in Q4 2024. 80 funds tracked by Wall St. Rank hold UTES as of Q1 2025.

  • Founders Financial Securities reported no remaining Virtus Reaves Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Founders Financial Securities sold 8,637 Virtus Reaves Utilities ETF shares in Q1 2025, an estimated $551K.
  • Founders Financial Securities first reported a position in Virtus Reaves Utilities ETF in Q4 2024 and held it in 1 quarter.
  • Founders Financial Securities's Virtus Reaves Utilities ETF position peaked at $551K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2025.

Based on Founders Financial Securities's 13F filing for Q1 2025, filed 12 May 2025.