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Money Concepts Capital’s Virtus Reaves Utilities ETF UTES Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-1,862
Closed -$87.3K – 2777
2022
Q4 		$87.3K Buy
+1,862
New +$84.6K ﹤0.01% 1022
2022
Q2 		– Sell
-1,650
Closed -$81K – 2572
2022
Q1 		$81K Buy
+1,650
New +$75.3K ﹤0.01% 1065

Other funds holding UTES

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $97.3M AUM 26.15% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $391M AUM 40.85% 1-Year Est. Return

Money Concepts Capital's UTES Position: Q1 2023 in Review

Money Concepts Capital sold out of Virtus Reaves Utilities ETF (UTES) in Q1 2023, closing a stake of 1,862 shares — an estimated $87.3K sold.

Money Concepts Capital first reported a position in UTES in Q1 2022 and held it in 2 quarters. The position peaked at $87.3K in Q4 2022. 17 funds tracked by Wall St. Rank hold UTES as of Q1 2023.

  • Money Concepts Capital reported no remaining Virtus Reaves Utilities ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,862 Virtus Reaves Utilities ETF shares in Q1 2023, an estimated $87.3K.
  • Money Concepts Capital first reported a position in Virtus Reaves Utilities ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Virtus Reaves Utilities ETF position peaked at $87.3K in Q4 2022.
  • 17 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.