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

NewEdge 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	$2.66M	Buy	33,289 +13,503	+68%	+$1.08M	0.01%	956
2025 Q4	$1.56M	Buy	19,786 +17,557	+788%	+$1.45M	0.01%	1195
2025 Q3	$186K	Buy	+2,229	New	+$177K	﹤0.01%	2426
2025 Q1	–	Sell	-6,928	Closed	-$442K	–	4112
2024 Q4	$442K	Buy	+6,928	New	+$454K	﹤0.01%	1634

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 $1.83B AUM 18.24% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return

VAS

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

NewEdge Advisors's UTES Position: Q1 2026 in Review

NewEdge Advisors increased its Virtus Reaves Utilities ETF (UTES) stake by 68% in Q1 2026, buying an estimated $1.08M and bringing the position to 33,289 shares worth $2.66M. The position accounts for 0.01% of the portfolio, ranked #956.

NewEdge Advisors first reported a position in UTES in Q4 2024 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

NewEdge Advisors held 33,289 shares of Virtus Reaves Utilities ETF worth $2.66M as of Q1 2026.
NewEdge Advisors bought 13,503 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $1.08M.
Virtus Reaves Utilities ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #956 holding.
NewEdge Advisors first reported a position in Virtus Reaves Utilities ETF in Q4 2024 and has held it in 4 quarters since.
182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.