Kingsview Wealth Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Kingsview Wealth Management’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	$765K	Buy	9,356 +685	+8%	+$55.6K	0.01%	830
2026 Q1	$693K	Sell	8,671 -25	-0.3%	-$2.01K	0.01%	791
2025 Q4	$687K	Buy	8,696 +3,115	+56%	+$257K	0.01%	746
2025 Q3	$466K	Sell	5,581 -297	-5%	-$23.6K	0.01%	823
2025 Q2	$444K	Buy	5,878 +948	+19%	+$65.8K	0.01%	812
2025 Q1	$318K	Buy	+4,930	New	+$331K	0.01%	872

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

Kingsview Wealth Management's UTES Position: Q2 2026 in Review

Kingsview Wealth Management increased its Virtus Reaves Utilities ETF (UTES) stake by 7.9% in Q2 2026, buying an estimated $55.6K and bringing the position to 9,356 shares worth $765K. The position accounts for 0.01% of the portfolio, ranked #830.

Kingsview Wealth Management first reported a position in UTES in Q1 2025 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Kingsview Wealth Management held 9,356 shares of Virtus Reaves Utilities ETF worth $765K as of Q2 2026.
Kingsview Wealth Management bought 685 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $55.6K.
Virtus Reaves Utilities ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #830 holding.
Kingsview Wealth Management first reported a position in Virtus Reaves Utilities ETF in Q1 2025 and has held it in 6 quarters since.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.