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Main Street Financial Solutions’s Virtus Reaves Utilities ETF UTES Stock Holding History

Main Street Financial Solutions’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
Q4 		$513K Buy
6,499
+3,397
+110% +$280K 0.04% 331
2025
Q3 		$259K Buy
+3,102
New +$247K 0.02% 529

Other funds holding UTES

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LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Main Street Financial Solutions's UTES Position: Q4 2025 in Review

Main Street Financial Solutions increased its Virtus Reaves Utilities ETF (UTES) stake by 110% in Q4 2025, buying an estimated $280K and bringing the position to 6,499 shares worth $513K. The position accounts for 0.04% of the portfolio, ranked #331.

Main Street Financial Solutions first reported a position in UTES in Q3 2025 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold UTES as of Q4 2025.

  • Main Street Financial Solutions held 6,499 shares of Virtus Reaves Utilities ETF worth $513K as of Q4 2025.
  • Main Street Financial Solutions bought 3,397 Virtus Reaves Utilities ETF shares in Q4 2025, an estimated $280K.
  • Virtus Reaves Utilities ETF made up 0.04% of Main Street Financial Solutions's portfolio in Q4 2025, its #331 holding.
  • Main Street Financial Solutions first reported a position in Virtus Reaves Utilities ETF in Q3 2025 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.