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Hibernia Wealth Partners’s Virtus Reaves Utilities ETF UTES Stock Holding History

Hibernia Wealth 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
2026
Q2 		– Sell
-3,194
Closed -$255K – 124
2026
Q1 		$255K Buy
3,194
+6
+0.2% +$482 0.08% 101
2025
Q4 		$252K Buy
+3,188
New +$263K 0.08% 90

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Bank of America
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Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
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

Hibernia Wealth Partners's UTES Position: Q2 2026 in Review

Hibernia Wealth Partners sold out of Virtus Reaves Utilities ETF (UTES) in Q2 2026, closing a stake of 3,194 shares — an estimated $255K sold.

Hibernia Wealth Partners first reported a position in UTES in Q4 2025 and held it in 2 quarters. The position peaked at $255K in Q1 2026. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Hibernia Wealth Partners reported no remaining Virtus Reaves Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Hibernia Wealth Partners sold 3,194 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $255K.
  • Hibernia Wealth Partners first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and held it in 2 quarters.
  • Hibernia Wealth Partners's Virtus Reaves Utilities ETF position peaked at $255K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.