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

IFP 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 		$51.4K Buy
629
+305
+94% +$24.7K ﹤0.01% 2382
2026
Q1 		$25.9K Sell
324
-8
-2% -$643 ﹤0.01% 2641
2025
Q4 		$26.2K Sell
332
-23
-6% -$1.9K ﹤0.01% 2581
2025
Q3 		$29.6K Buy
355
+59
+20% +$4.69K ﹤0.01% 2365
2025
Q2 		$22.4K Buy
296
+90
+44% +$6.25K ﹤0.01% 2484
2025
Q1 		$13.3K Buy
206
+145
+238% +$9.73K ﹤0.01% 2470
2024
Q4 		$3.89K Hold
61
– – ﹤0.01% 2894
2024
Q3 		$3.9K Buy
+61
New +$3.4K ﹤0.01% 2741

Other funds holding UTES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 22.96% 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

IFP Advisors's UTES Position: Q2 2026 in Review

IFP Advisors increased its Virtus Reaves Utilities ETF (UTES) stake by 94% in Q2 2026, buying an estimated $24.7K and bringing the position to 629 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2382.

IFP Advisors first reported a position in UTES in Q3 2024 and has held it in 8 quarters since. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • IFP Advisors held 629 shares of Virtus Reaves Utilities ETF worth $51.4K as of Q2 2026.
  • IFP Advisors bought 305 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $24.7K.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2382 holding.
  • IFP Advisors first reported a position in Virtus Reaves Utilities ETF in Q3 2024 and has held it in 8 quarters since.
  • 179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.