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Mezzasalma Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Mezzasalma Advisors’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
2024
Q2 		– Sell
-5,073
Closed -$246K – 104
2024
Q1 		$246K Sell
5,073
-1,137
-18% -$51K 0.12% 88
2023
Q4 		$277K Sell
6,210
-114
-2% -$4.91K 0.15% 75
2023
Q3 		$263K Sell
6,324
-93
-1% -$4.19K 0.16% 72
2023
Q2 		$291K Hold
6,417
– – 0.18% 72
2023
Q1 		$293K Sell
6,417
-30
-0.5% -$1.37K 0.21% 65
2022
Q4 		$302K Sell
6,447
-34
-0.5% -$1.54K 0.26% 63
2022
Q3 		$280K Hold
6,481
– – 0.22% 60
2022
Q2 		$295K Hold
6,481
– – 0.25% 62
2022
Q1 		$318K Sell
6,481
-253
-4% -$11.5K 0.2% 68
2021
Q4 		$320K Buy
6,734
+24
+0.4% +$1.07K 0.17% 72
2021
Q3 		$280K Sell
6,710
-1,480
-18% -$64.2K 0.16% 75
2021
Q2 		$335K Hold
8,190
– – 0.18% 67
2021
Q1 		$340K Buy
8,190
+17
+0.2% +$681 0.22% 59
2020
Q4 		$329K Buy
+8,173
New +$329K 0.21% 63

Other funds holding UTES

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Mezzasalma Advisors's UTES Position: Q2 2024 in Review

Mezzasalma Advisors sold out of Virtus Reaves Utilities ETF (UTES) in Q2 2024, closing a stake of 5,073 shares — an estimated $246K sold.

Mezzasalma Advisors first reported a position in UTES in Q4 2020 and held it in 14 quarters. The position peaked at $340K in Q1 2021. 32 funds tracked by Wall St. Rank hold UTES as of Q2 2024.

  • Mezzasalma Advisors reported no remaining Virtus Reaves Utilities ETF position as of Q2 2024 after selling out during the quarter.
  • Mezzasalma Advisors sold 5,073 Virtus Reaves Utilities ETF shares in Q2 2024, an estimated $246K.
  • Mezzasalma Advisors first reported a position in Virtus Reaves Utilities ETF in Q4 2020 and held it in 14 quarters.
  • Mezzasalma Advisors's Virtus Reaves Utilities ETF position peaked at $340K in Q1 2021.
  • 32 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2024.

Based on Mezzasalma Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.