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IAM Advisory’s Virtus Reaves Utilities ETF UTES Stock Holding History

IAM Advisory’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
2025
Q4 		– Sell
-3,021
Closed -$252K – 112
2025
Q3 		$252K Buy
3,021
+8
+0.3% +$637 0.06% 91
2025
Q2 		$228K Buy
+3,013
New +$209K 0.05% 95

Other funds holding UTES

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IAM Advisory's UTES Position: Q4 2025 in Review

IAM Advisory sold out of Virtus Reaves Utilities ETF (UTES) in Q4 2025, closing a stake of 3,021 shares — an estimated $252K sold.

IAM Advisory first reported a position in UTES in Q2 2025 and held it in 2 quarters. The position peaked at $252K in Q3 2025. 169 funds tracked by Wall St. Rank hold UTES as of Q4 2025.

  • IAM Advisory reported no remaining Virtus Reaves Utilities ETF position as of Q4 2025 after selling out during the quarter.
  • IAM Advisory sold 3,021 Virtus Reaves Utilities ETF shares in Q4 2025, an estimated $252K.
  • IAM Advisory first reported a position in Virtus Reaves Utilities ETF in Q2 2025 and held it in 2 quarters.
  • IAM Advisory's Virtus Reaves Utilities ETF position peaked at $252K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q4 2025.

Based on IAM Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.