HBW Advisory Services
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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

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Simplicity Solutions
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Concourse Financial Group Securities
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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.