Janney Montgomery Scott
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Janney Montgomery Scott’s Virtus Reaves Utilities ETF UTES Stock Holding History

Janney Montgomery Scott’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 		$7.13M Buy
89,268
+61,418
+221% +$4.93M 0.02% 703
2025
Q4 		$2.2M Buy
27,850
+13,931
+100% +$1.15M 0.01% 1288
2025
Q3 		$1.16M Buy
13,919
+2,883
+26% +$229K ﹤0.01% 1612
2025
Q2 		$834K Buy
11,036
+1,686
+18% +$117K ﹤0.01% 1702
2025
Q1 		$604K Buy
+9,350
New +$628K ﹤0.01% 1864

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
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

Janney Montgomery Scott's UTES Position: Q1 2026 in Review

Janney Montgomery Scott increased its Virtus Reaves Utilities ETF (UTES) stake by 221% in Q1 2026, buying an estimated $4.93M and bringing the position to 89,268 shares worth $7.13M. The position accounts for 0.02% of the portfolio, ranked #703.

Janney Montgomery Scott first reported a position in UTES in Q1 2025 and has held it in 5 quarters since. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • Janney Montgomery Scott held 89,268 shares of Virtus Reaves Utilities ETF worth $7.13M as of Q1 2026.
  • Janney Montgomery Scott bought 61,418 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $4.93M.
  • Virtus Reaves Utilities ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q1 2026, its #703 holding.
  • Janney Montgomery Scott first reported a position in Virtus Reaves Utilities ETF in Q1 2025 and has held it in 5 quarters since.
  • 182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.