Modern Wealth Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Modern Wealth 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 Q2	$9.08M	Buy	+111,100	New	+$9.01M	0.11%	193

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 22.96% 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

Modern Wealth Management's UTES Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Virtus Reaves Utilities ETF (UTES) in Q2 2026: 111,100 shares worth $9.08M. The stake represents 0.11% of the portfolio and ranks #193 among its holdings.

179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Modern Wealth Management held 111,100 shares of Virtus Reaves Utilities ETF worth $9.08M as of Q2 2026.
Virtus Reaves Utilities ETF was a new Modern Wealth Management position in Q2 2026.
Virtus Reaves Utilities ETF made up 0.11% of Modern Wealth Management's portfolio in Q2 2026, its #193 holding.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.