Fulcrum Equity Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-19,253	Closed	-$1.23M	–	122
2024 Q4	$1.23M	Sell	19,253 -3,682	-16%	-$235K	1.21%	24
2024 Q3	$1.47M	Buy	22,935 +1,712	+8%	+$110K	1.24%	11
2024 Q2	$1.1M	Buy	+21,223	New	+$1.1M	0.99%	38