Harbour Investments’s Virtus Reaves Utilities ETF UTES Stock Holding History

Harbour Investments’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	$25.8K	Buy	315 +1	+0.3%	+$81	﹤0.01%	2804
2026 Q1	$25.1K	Sell	314 -248	-44%	-$19.9K	﹤0.01%	2738
2025 Q4	$44.3K	Buy	562 +2	+0.4%	+$165	﹤0.01%	2021
2025 Q3	$46.8K	Hold	560	–	–	﹤0.01%	1941
2025 Q2	$42.3K	Buy	560 +326	+139%	+$22.6K	﹤0.01%	1907
2025 Q1	$15.1K	Buy	+234	New	+$15.7K	﹤0.01%	2320

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

Harbour Investments's UTES Position: Q2 2026 in Review

Harbour Investments increased its Virtus Reaves Utilities ETF (UTES) stake by 0.32% in Q2 2026, buying an estimated $81 and bringing the position to 315 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2804.

Harbour Investments first reported a position in UTES in Q1 2025 and has held it in 6 quarters since. The position peaked at $46.8K in Q3 2025. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Harbour Investments held 315 shares of Virtus Reaves Utilities ETF worth $25.8K as of Q2 2026.
Harbour Investments bought 1 Virtus Reaves Utilities ETF share in Q2 2026, an estimated $81.
Virtus Reaves Utilities ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2804 holding.
Harbour Investments first reported a position in Virtus Reaves Utilities ETF in Q1 2025 and has held it in 6 quarters since.
Harbour Investments's Virtus Reaves Utilities ETF position peaked at $46.8K in Q3 2025.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.