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

Fulcrum Equity 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
2025
Q1 		– Sell
-19,253
Closed -$1.23M – 122
2024
Q4 		$1.23M Sell
19,253
-3,682
-16% -$241K 1.21% 24
2024
Q3 		$1.47M Buy
22,935
+1,712
+8% +$95.5K 1.24% 11
2024
Q2 		$1.1M Buy
+21,223
New +$1.09M 0.99% 38

Other funds holding UTES

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Riggs Asset Management
Riggs Asset Management Dallas, Pennsylvania $541M AUM 40.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Fulcrum Equity Management's UTES Position: Q1 2025 in Review

Fulcrum Equity Management sold out of Virtus Reaves Utilities ETF (UTES) in Q1 2025, closing a stake of 19,253 shares — an estimated $1.23M sold.

Fulcrum Equity Management first reported a position in UTES in Q2 2024 and held it in 3 quarters. The position peaked at $1.47M in Q3 2024. 81 funds tracked by Wall St. Rank hold UTES as of Q1 2025.

  • Fulcrum Equity Management reported no remaining Virtus Reaves Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 19,253 Virtus Reaves Utilities ETF shares in Q1 2025, an estimated $1.23M.
  • Fulcrum Equity Management first reported a position in Virtus Reaves Utilities ETF in Q2 2024 and held it in 3 quarters.
  • Fulcrum Equity Management's Virtus Reaves Utilities ETF position peaked at $1.47M in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2025.

Based on Fulcrum Equity Management's 13F filing for Q1 2025, filed 1 May 2025.