JFS Wealth Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$113K	Sell	1,500 -1,580	-51%	-$119K	0.01%	357
2025 Q1	$199K	Hold	3,080	–	–	0.01%	306
2024 Q4	$196K	Buy	3,080 +425	+16%	+$27.1K	0.01%	289
2024 Q3	$170K	Buy	+2,655	New	+$170K	0.01%	305