LCGC
UTES icon

Legacy Capital Group California’s Virtus Reaves Utilities ETF UTES Stock Holding History

Legacy Capital Group California’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
2025
Q1 		– Sell
-3,685
Closed -$235K – 363
2024
Q4 		$235K Sell
3,685
-1,326
-26% -$86.8K 0.07% 285
2024
Q3 		$321K Buy
5,011
+587
+13% +$32.7K 0.11% 218
2024
Q2 		$229K Buy
+4,424
New +$228K 0.08% 275

Other funds holding UTES

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Legacy Capital Group California's UTES Position: Q1 2025 in Review

Legacy Capital Group California sold out of Virtus Reaves Utilities ETF (UTES) in Q1 2025, closing a stake of 3,685 shares — an estimated $235K sold.

Legacy Capital Group California first reported a position in UTES in Q2 2024 and held it in 3 quarters. The position peaked at $321K in Q3 2024. 80 funds tracked by Wall St. Rank hold UTES as of Q1 2025.

  • Legacy Capital Group California reported no remaining Virtus Reaves Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 3,685 Virtus Reaves Utilities ETF shares in Q1 2025, an estimated $235K.
  • Legacy Capital Group California first reported a position in Virtus Reaves Utilities ETF in Q2 2024 and held it in 3 quarters.
  • Legacy Capital Group California's Virtus Reaves Utilities ETF position peaked at $321K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.