Gladstone Institutional Advisory’s Virtus Reaves Utilities ETF UTES Stock Holding History

Gladstone Institutional Advisory’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	$3.21M	Buy	39,234 +299	+0.8%	+$24.3K	0.1%	212
2026 Q1	$3.11M	Buy	38,935 +2,231	+6%	+$179K	0.12%	191
2025 Q4	$2.9M	Sell	36,704 -163	-0.4%	-$13.4K	0.11%	204
2025 Q3	$3.08M	Sell	36,867 -429	-1%	-$34.1K	0.12%	185
2025 Q2	$2.82M	Buy	37,296 +666	+2%	+$46.2K	0.12%	187
2025 Q1	$2.37M	Buy	+36,630	New	+$2.46M	0.11%	200

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 22.96% 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

Gladstone Institutional Advisory's UTES Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Virtus Reaves Utilities ETF (UTES) stake by 0.77% in Q2 2026, buying an estimated $24.3K and bringing the position to 39,234 shares worth $3.21M. The position accounts for 0.1% of the portfolio, ranked #212.

Gladstone Institutional Advisory first reported a position in UTES in Q1 2025 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Gladstone Institutional Advisory held 39,234 shares of Virtus Reaves Utilities ETF worth $3.21M as of Q2 2026.
Gladstone Institutional Advisory bought 299 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $24.3K.
Virtus Reaves Utilities ETF made up 0.1% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #212 holding.
Gladstone Institutional Advisory first reported a position in Virtus Reaves Utilities ETF in Q1 2025 and has held it in 6 quarters since.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.