Ingalls & Snyder LLC’s Virtus Reaves Utilities ETF UTES Stock Holding History

Ingalls & Snyder LLC’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 Q1	$353K	Hold	4,421	–	–	0.01%	345
2025 Q4	$349K	Hold	4,421	–	–	0.01%	345
2025 Q3	$369K	Hold	4,421	–	–	0.01%	346
2025 Q2	$334K	Hold	4,421	–	–	0.01%	354
2025 Q1	$286K	Sell	4,421 -1,500	-25%	-$101K	0.01%	375
2024 Q4	$377K	Hold	5,921	–	–	0.01%	329
2024 Q3	$379K	Sell	5,921 -6,000	-50%	-$335K	0.01%	334
2024 Q2	$618K	Hold	11,921	–	–	0.03%	264
2024 Q1	$579K	Sell	11,921 -3,504	-23%	-$157K	0.03%	278
2023 Q4	$689K	Hold	15,425	–	–	0.03%	249
2023 Q3	$642K	Hold	15,425	–	–	0.03%	255
2023 Q2	$700K	Sell	15,425 -3	-0%	-$137	0.03%	258
2023 Q1	$705K	Sell	15,428 -4,600	-23%	-$209K	0.04%	243
2022 Q4	$939K	Buy	+20,028	New	+$910K	0.05%	208
2020 Q2	–	Sell	-17,028	Closed	-$597K	–	435
2020 Q1	$597K	Buy	+17,028	New	+$684K	0.04%	245

Other funds holding UTES

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Ingalls & Snyder LLC's UTES Position: Q1 2026 in Review

Ingalls & Snyder LLC held its Virtus Reaves Utilities ETF (UTES) position steady in Q1 2026 at 4,421 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #345.

Ingalls & Snyder LLC first reported a position in UTES in Q1 2020 and has held it in 15 quarters since. The position peaked at $939K in Q4 2022. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

Ingalls & Snyder LLC held 4,421 shares of Virtus Reaves Utilities ETF worth $353K as of Q1 2026.
Ingalls & Snyder LLC left its Virtus Reaves Utilities ETF share count unchanged in Q1 2026.
Virtus Reaves Utilities ETF made up 0.01% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #345 holding.
Ingalls & Snyder LLC first reported a position in Virtus Reaves Utilities ETF in Q1 2020 and has held it in 15 quarters since.
Ingalls & Snyder LLC's Virtus Reaves Utilities ETF position peaked at $939K in Q4 2022.
182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.