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

Kingswood 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 Q1	$1.8M	Sell	22,546 -9,153	-29%	-$735K	0.09%	255
2025 Q4	$2.5M	Buy	31,699 +1,584	+5%	+$131K	0.12%	165
2025 Q3	$2.51M	Buy	30,115 +2,523	+9%	+$201K	0.15%	149
2025 Q2	$2.09M	Sell	27,592 -609	-2%	-$42.3K	0.16%	134
2025 Q1	$1.82M	Buy	28,201 +2,515	+10%	+$169K	0.17%	149
2024 Q4	$1.64M	Buy	+25,686	New	+$1.68M	0.12%	175

Other funds holding UTES

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Kingswood Wealth Advisors's UTES Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its Virtus Reaves Utilities ETF (UTES) stake by 29% in Q1 2026, selling an estimated $735K and leaving 22,546 shares worth $1.8M. The position accounts for 0.09% of the portfolio, ranked #255.

Kingswood Wealth Advisors first reported a position in UTES in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.51M in Q3 2025. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

Kingswood Wealth Advisors held 22,546 shares of Virtus Reaves Utilities ETF worth $1.8M as of Q1 2026.
Kingswood Wealth Advisors sold 9,153 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $735K.
Virtus Reaves Utilities ETF made up 0.09% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #255 holding.
Kingswood Wealth Advisors first reported a position in Virtus Reaves Utilities ETF in Q4 2024 and has held it in 6 quarters since.
Kingswood Wealth Advisors's Virtus Reaves Utilities ETF position peaked at $2.51M in Q3 2025.
182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.