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Mark Sheptoff Financial Planning’s Virtus Reaves Utilities ETF UTES Stock Holding History

Mark Sheptoff Financial Planning’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
2021
Q2 		– Sell
-250
Closed -$10K – 435
2021
Q1 		$10K Buy
+250
New +$10K 0.01% 290

Other funds holding UTES

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $391M AUM 40.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mark Sheptoff Financial Planning's UTES Position: Q2 2021 in Review

Mark Sheptoff Financial Planning sold out of Virtus Reaves Utilities ETF (UTES) in Q2 2021, closing a stake of 250 shares — an estimated $10K sold.

Mark Sheptoff Financial Planning first reported a position in UTES in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 10 funds tracked by Wall St. Rank hold UTES as of Q2 2021.

  • Mark Sheptoff Financial Planning reported no remaining Virtus Reaves Utilities ETF position as of Q2 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 250 Virtus Reaves Utilities ETF shares in Q2 2021, an estimated $10K.
  • Mark Sheptoff Financial Planning first reported a position in Virtus Reaves Utilities ETF in Q1 2021 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Virtus Reaves Utilities ETF position peaked at $10K in Q1 2021.
  • 10 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2021, filed 12 Aug 2021.