Kingswood 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	$2.09M	Sell	27,592 -609	-2%	-$46K	0.16%	134
2025 Q1	$1.82M	Buy	28,201 +2,515	+10%	+$162K	0.17%	149
2024 Q4	$1.64M	Buy	+25,686	New	+$1.64M	0.12%	175