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Jeff Yass’s Virtus Reaves Utilities ETF UTES Stock Holding History

Jeff Yass’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 		$1.09M Sell
13,367
-7,191
-35% -$583K ﹤0.01% 7977
2026
Q1 		$1.64M Buy
20,558
+8,473
+70% +$681K ﹤0.01% 6628
2025
Q4 		$954K Sell
12,085
-49,100
-80% -$4.05M ﹤0.01% 7303
2025
Q3 		$5.11M Buy
61,185
+36,890
+152% +$2.94M ﹤0.01% 4064
2025
Q2 		$1.84M Sell
24,295
-11,074
-31% -$769K ﹤0.01% 5975
2025
Q1 		$2.28M Sell
35,369
-33,670
-49% -$2.26M ﹤0.01% 5225
2024
Q4 		$4.4M Buy
69,039
+56,333
+443% +$3.69M ﹤0.01% 3807
2024
Q3 		$813K Buy
+12,706
New +$709K ﹤0.01% 7311
2024
Q2 		– Sell
-26,403
Closed -$1.28M – 13297
2024
Q1 		$1.28M Sell
26,403
-8,994
-25% -$403K ﹤0.01% 6320
2023
Q4 		$1.58M Sell
35,397
-2,535
-7% -$109K ﹤0.01% 5871
2023
Q3 		$1.58M Buy
37,932
+5,691
+18% +$256K ﹤0.01% 5618
2023
Q2 		$1.46M Buy
32,241
+1,770
+6% +$81.1K ﹤0.01% 5827
2023
Q1 		$1.39M Buy
30,471
+9,251
+44% +$421K ﹤0.01% 5975
2022
Q4 		$995K Buy
21,220
+2,034
+11% +$92.4K ﹤0.01% 6200
2022
Q3 		$828K Buy
+19,186
New +$921K ﹤0.01% 7126
2021
Q1 		– Sell
-10,402
Closed -$418K – 12891
2020
Q4 		$418K Sell
10,402
-10,854
-51% -$436K ﹤0.01% 8653
2020
Q3 		$802K Buy
21,256
+8,397
+65% +$319K ﹤0.01% 6663
2020
Q2 		$456K Buy
12,859
+379
+3% +$13.7K ﹤0.01% 7546
2020
Q1 		$438K Buy
+12,480
New +$501K ﹤0.01% 7209

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

Jeff Yass's UTES Position: Q2 2026 in Review

Jeff Yass reduced its Virtus Reaves Utilities ETF (UTES) stake by 35% in Q2 2026, selling an estimated $583K and leaving 13,367 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #7977.

Jeff Yass first reported a position in UTES in Q1 2020 and has held it in 19 quarters since. The position peaked at $5.11M in Q3 2025. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Jeff Yass held 13,367 shares of Virtus Reaves Utilities ETF worth $1.09M as of Q2 2026.
  • Jeff Yass sold 7,191 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $583K.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7977 holding.
  • Jeff Yass first reported a position in Virtus Reaves Utilities ETF in Q1 2020 and has held it in 19 quarters since.
  • Jeff Yass's Virtus Reaves Utilities ETF position peaked at $5.11M in Q3 2025.
  • 179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.