Hilton Head Capital Partners’s Virtus Reaves Utilities ETF UTES Stock Holding History

Hilton Head Capital 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	$28K	Buy	342 +103	+43%	+$8.36K	0.01%	417
2026 Q1	$19.1K	Buy	239 +199	+498%	+$16K	0.01%	487
2025 Q4	$3.16K	Buy	+40	New	+$3.3K	﹤0.01%	702

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

Hilton Head Capital Partners's UTES Position: Q2 2026 in Review

Hilton Head Capital Partners increased its Virtus Reaves Utilities ETF (UTES) stake by 43% in Q2 2026, buying an estimated $8.36K and bringing the position to 342 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #417.

Hilton Head Capital Partners first reported a position in UTES in Q4 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Hilton Head Capital Partners held 342 shares of Virtus Reaves Utilities ETF worth $28K as of Q2 2026.
Hilton Head Capital Partners bought 103 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $8.36K.
Virtus Reaves Utilities ETF made up 0.01% of Hilton Head Capital Partners's portfolio in Q2 2026, its #417 holding.
Hilton Head Capital Partners first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and has held it in 3 quarters since.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.