Jaffetilchin Investment Partners’s Virtus Reaves Utilities ETF UTES Stock Holding History

Jaffetilchin Investment 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 Q1	$365K	Sell	4,569 -9	-0.2%	-$723	0.02%	322
2025 Q4	$361K	Sell	4,578 -201	-4%	-$16.6K	0.02%	323
2025 Q3	$399K	Buy	4,779 +398	+9%	+$31.7K	0.02%	308
2025 Q2	$331K	Buy	4,381 +330	+8%	+$22.9K	0.02%	321
2025 Q1	$262K	Buy	4,051 +194	+5%	+$13K	0.02%	348
2024 Q4	$246K	Buy	3,857 +780	+25%	+$51.1K	0.02%	341
2024 Q3	$197K	Buy	+3,077	New	+$172K	0.01%	355

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 $2.02B AUM 24.14% 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

Jaffetilchin Investment Partners's UTES Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Virtus Reaves Utilities ETF (UTES) stake by 0.2% in Q1 2026, selling an estimated $723 and leaving 4,569 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #322.

Jaffetilchin Investment Partners first reported a position in UTES in Q3 2024 and has held it in 7 quarters since. The position peaked at $399K in Q3 2025. 183 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

Jaffetilchin Investment Partners held 4,569 shares of Virtus Reaves Utilities ETF worth $365K as of Q1 2026.
Jaffetilchin Investment Partners sold 9 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $723.
Virtus Reaves Utilities ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #322 holding.
Jaffetilchin Investment Partners first reported a position in Virtus Reaves Utilities ETF in Q3 2024 and has held it in 7 quarters since.
Jaffetilchin Investment Partners's Virtus Reaves Utilities ETF position peaked at $399K in Q3 2025.
183 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.