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 Q2	$2.22M	Buy	27,172 +4,626	+21%	+$375K	0.09%	234
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

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 22.9% 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

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

Kingswood Wealth Advisors increased its Virtus Reaves Utilities ETF (UTES) stake by 21% in Q2 2026, buying an estimated $375K and bringing the position to 27,172 shares worth $2.22M. The position accounts for 0.09% of the portfolio, ranked #234.

Kingswood Wealth Advisors first reported a position in UTES in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.51M in Q3 2025. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Kingswood Wealth Advisors held 27,172 shares of Virtus Reaves Utilities ETF worth $2.22M as of Q2 2026.
Kingswood Wealth Advisors bought 4,626 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $375K.
Virtus Reaves Utilities ETF made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #234 holding.
Kingswood Wealth Advisors first reported a position in Virtus Reaves Utilities ETF in Q4 2024 and has held it in 7 quarters since.
Kingswood Wealth Advisors's Virtus Reaves Utilities ETF position peaked at $2.51M in Q3 2025.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.