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Mainstay Capital Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Mainstay Capital Management’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
Q1 		$211K Sell
2,639
-120
-4% -$9.64K 0.02% 142
2025
Q4 		$218K Sell
2,759
-123,178
-98% -$10.2M 0.02% 124
2025
Q3 		$10.5M Sell
125,937
-136,635
-52% -$10.9M 1.05% 15
2025
Q2 		$19.9M Buy
+262,572
New +$18.2M 0.98% 14

Other funds holding UTES

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Mainstay Capital Management's UTES Position: Q1 2026 in Review

Mainstay Capital Management reduced its Virtus Reaves Utilities ETF (UTES) stake by 4.3% in Q1 2026, selling an estimated $9.64K and leaving 2,639 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #142.

Mainstay Capital Management first reported a position in UTES in Q2 2025 and has held it in 4 quarters since. The position peaked at $19.9M in Q2 2025. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • Mainstay Capital Management held 2,639 shares of Virtus Reaves Utilities ETF worth $211K as of Q1 2026.
  • Mainstay Capital Management sold 120 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $9.64K.
  • Virtus Reaves Utilities ETF made up 0.02% of Mainstay Capital Management's portfolio in Q1 2026, its #142 holding.
  • Mainstay Capital Management first reported a position in Virtus Reaves Utilities ETF in Q2 2025 and has held it in 4 quarters since.
  • Mainstay Capital Management's Virtus Reaves Utilities ETF position peaked at $19.9M in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Mainstay Capital Management's 13F filing for Q1 2026, filed 12 May 2026.