Mount Yale Investment Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Mount Yale Investment 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
2026 Q1	$15.8M	Buy	+197,494	New	+$15.9M	0.37%	55

Other funds holding UTES

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mount Yale Investment Advisors's UTES Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Virtus Reaves Utilities ETF (UTES) in Q1 2026: 197,494 shares worth $15.8M. The stake represents 0.37% of the portfolio and ranks #55 among its holdings.

183 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

Mount Yale Investment Advisors held 197,494 shares of Virtus Reaves Utilities ETF worth $15.8M as of Q1 2026.
Virtus Reaves Utilities ETF was a new Mount Yale Investment Advisors position in Q1 2026.
Virtus Reaves Utilities ETF made up 0.37% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #55 holding.
183 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.