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Global Retirement Partners’s Virtus Reaves Utilities ETF UTES Stock Holding History

Global Retirement Partners’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
Q4 		$18.2K Buy
+230
New +$19K ﹤0.01% 2903
2024
Q3 		– Sell
-20
Closed -$1.04K – 3654
2024
Q2 		$1.04K Buy
+20
New +$1.03K ﹤0.01% 3155

Other funds holding UTES

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Global Retirement Partners's UTES Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Virtus Reaves Utilities ETF (UTES) in Q4 2025: 230 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #2903 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UTES as recently as Q2 2024.

Global Retirement Partners first reported a position in UTES in Q2 2024 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold UTES as of Q4 2025.

  • Global Retirement Partners held 230 shares of Virtus Reaves Utilities ETF worth $18.2K as of Q4 2025.
  • Virtus Reaves Utilities ETF was a new Global Retirement Partners position in Q4 2025.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2903 holding.
  • Global Retirement Partners first reported a position in Virtus Reaves Utilities ETF in Q2 2024 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.