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

IFG 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
2023
Q4 		– Sell
-16,029
Closed -$667K – 597
2023
Q3 		$667K Buy
+16,029
New +$722K 0.06% 291

Other funds holding UTES

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $498M AUM 56.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFG Advisory's UTES Position: Q4 2023 in Review

IFG Advisory sold out of Virtus Reaves Utilities ETF (UTES) in Q4 2023, closing a stake of 16,029 shares — an estimated $667K sold.

IFG Advisory first reported a position in UTES in Q3 2023 and held it in 1 quarter. The position peaked at $667K in Q3 2023. 20 funds tracked by Wall St. Rank hold UTES as of Q4 2023.

  • IFG Advisory reported no remaining Virtus Reaves Utilities ETF position as of Q4 2023 after selling out during the quarter.
  • IFG Advisory sold 16,029 Virtus Reaves Utilities ETF shares in Q4 2023, an estimated $667K.
  • IFG Advisory first reported a position in Virtus Reaves Utilities ETF in Q3 2023 and held it in 1 quarter.
  • IFG Advisory's Virtus Reaves Utilities ETF position peaked at $667K in Q3 2023.
  • 20 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q4 2023.

Based on IFG Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.