HighTower Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

HighTower Advisors’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	$1.34M	Sell	16,415 -61,642	-79%	-$5M	﹤0.01%	2054
2026 Q1	$6.24M	Buy	78,057 +30,310	+63%	+$2.43M	0.01%	1088
2025 Q4	$3.77M	Buy	47,747 +17,381	+57%	+$1.43M	﹤0.01%	1311
2025 Q3	$2.53M	Buy	30,366 +332	+1%	+$26.4K	﹤0.01%	1501
2025 Q2	$2.27M	Buy	+30,034	New	+$2.09M	﹤0.01%	1500
2024 Q4	–	Sell	-33,025	Closed	-$2.12M	–	4061
2024 Q3	$2.12M	Buy	+33,025	New	+$1.84M	﹤0.01%	1486

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

HighTower Advisors's UTES Position: Q2 2026 in Review

HighTower Advisors reduced its Virtus Reaves Utilities ETF (UTES) stake by 79% in Q2 2026, selling an estimated $5M and leaving 16,415 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

HighTower Advisors first reported a position in UTES in Q3 2024 and has held it in 6 quarters since. The position peaked at $6.24M in Q1 2026. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

HighTower Advisors held 16,415 shares of Virtus Reaves Utilities ETF worth $1.34M as of Q2 2026.
HighTower Advisors sold 61,642 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $5M.
Virtus Reaves Utilities ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2054 holding.
HighTower Advisors first reported a position in Virtus Reaves Utilities ETF in Q3 2024 and has held it in 6 quarters since.
HighTower Advisors's Virtus Reaves Utilities ETF position peaked at $6.24M in Q1 2026.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.