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
2026 Q2	$1.15M	Buy	14,013 +2,882	+26%	+$234K	0.07%	229
2026 Q1	$889K	Buy	11,131 +4,632	+71%	+$372K	0.06%	243
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

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

Main Street Financial Solutions's UTES Position: Q2 2026 in Review

Main Street Financial Solutions increased its Virtus Reaves Utilities ETF (UTES) stake by 26% in Q2 2026, buying an estimated $234K and bringing the position to 14,013 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #229.

Main Street Financial Solutions first reported a position in UTES in Q3 2025 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Main Street Financial Solutions held 14,013 shares of Virtus Reaves Utilities ETF worth $1.15M as of Q2 2026.
Main Street Financial Solutions bought 2,882 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $234K.
Virtus Reaves Utilities ETF made up 0.07% of Main Street Financial Solutions's portfolio in Q2 2026, its #229 holding.
Main Street Financial Solutions first reported a position in Virtus Reaves Utilities ETF in Q3 2025 and has held it in 4 quarters since.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.