HBW Advisory Services’s Virtus Reaves Utilities ETF UTES Stock Holding History

HBW Advisory Services’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
2020 Q3	–	Sell	-15,183	Closed	-$539K	–	233
2020 Q2	$539K	Buy	+15,183	New	+$549K	0.25%	96
2020 Q1	–	Sell	-13,161	Closed	-$533K	–	142
2019 Q4	$533K	Buy	+13,161	New	+$534K	0.31%	78

Other funds holding UTES

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HBW Advisory Services's UTES Position: Q3 2020 in Review

HBW Advisory Services sold out of Virtus Reaves Utilities ETF (UTES) in Q3 2020, closing a stake of 15,183 shares — an estimated $539K sold.

HBW Advisory Services first reported a position in UTES in Q4 2019 and held it in 2 quarters. The position peaked at $539K in Q2 2020. 11 funds tracked by Wall St. Rank hold UTES as of Q3 2020.

HBW Advisory Services reported no remaining Virtus Reaves Utilities ETF position as of Q3 2020 after selling out during the quarter.
HBW Advisory Services sold 15,183 Virtus Reaves Utilities ETF shares in Q3 2020, an estimated $539K.
HBW Advisory Services first reported a position in Virtus Reaves Utilities ETF in Q4 2019 and held it in 2 quarters.
HBW Advisory Services's Virtus Reaves Utilities ETF position peaked at $539K in Q2 2020.
11 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2020.

Based on HBW Advisory Services's 13F filing for Q3 2020, filed 14 Oct 2020.