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

JFS Wealth Advisors’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	$159K	Buy	1,945 +200	+11%	+$16.2K	0.01%	366
2026 Q1	$139K	Hold	1,745	–	–	0.01%	371
2025 Q4	$138K	Buy	1,745 +245	+16%	+$20.2K	0.01%	362
2025 Q3	$125K	Hold	1,500	–	–	0.01%	383
2025 Q2	$113K	Sell	1,500 -1,580	-51%	-$110K	0.01%	357
2025 Q1	$199K	Hold	3,080	–	–	0.01%	306
2024 Q4	$196K	Buy	3,080 +425	+16%	+$27.8K	0.01%	289
2024 Q3	$170K	Buy	+2,655	New	+$148K	0.01%	305

Other funds holding UTES

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JFS Wealth Advisors's UTES Position: Q2 2026 in Review

JFS Wealth Advisors increased its Virtus Reaves Utilities ETF (UTES) stake by 11% in Q2 2026, buying an estimated $16.2K and bringing the position to 1,945 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #366.

JFS Wealth Advisors first reported a position in UTES in Q3 2024 and has held it in 8 quarters since. The position peaked at $199K in Q1 2025. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

JFS Wealth Advisors held 1,945 shares of Virtus Reaves Utilities ETF worth $159K as of Q2 2026.
JFS Wealth Advisors bought 200 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $16.2K.
Virtus Reaves Utilities ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #366 holding.
JFS Wealth Advisors first reported a position in Virtus Reaves Utilities ETF in Q3 2024 and has held it in 8 quarters since.
JFS Wealth Advisors's Virtus Reaves Utilities ETF position peaked at $199K in Q1 2025.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.