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Kestra Private Wealth Services’s Virtus Reaves Utilities ETF UTES Stock Holding History

Kestra Private Wealth Services’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 		$214K Buy
+2,616
New +$212K ﹤0.01% 1669

Other funds holding UTES

AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
BW
BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return

Kestra Private Wealth Services's UTES Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in Virtus Reaves Utilities ETF (UTES) in Q2 2026: 2,616 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1669 among its holdings.

72 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Kestra Private Wealth Services held 2,616 shares of Virtus Reaves Utilities ETF worth $214K as of Q2 2026.
  • Virtus Reaves Utilities ETF was a new Kestra Private Wealth Services position in Q2 2026.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1669 holding.
  • 72 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.