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McCarley & Cook Financial Planners’s Virtus Reaves Utilities ETF UTES Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$16.4K Hold
234
– – 0.01% 149
2026
Q2 		$19.1K Hold
234
– – 0.01% 132
2026
Q1 		$18.7K Hold
234
– – 0.02% 134
2025
Q4 		$18.5K Buy
+234
New +$19.3K 0.02% 122

Other funds holding UTES

KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Ted Buchan & Co
Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return
BostonPremier Wealth
BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Family Legacy Inc
Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Acorn Wealth Advisors
Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

McCarley & Cook Financial Planners's UTES Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Virtus Reaves Utilities ETF (UTES) position steady in Q3 2026 at 234 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #149.

McCarley & Cook Financial Planners first reported a position in UTES in Q4 2025 and has held it in 4 quarters since. The position peaked at $19.1K in Q2 2026. 42 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

  • McCarley & Cook Financial Planners held 234 shares of Virtus Reaves Utilities ETF worth $16.4K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Virtus Reaves Utilities ETF share count unchanged in Q3 2026.
  • Virtus Reaves Utilities ETF made up 0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #149 holding.
  • McCarley & Cook Financial Planners first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Virtus Reaves Utilities ETF position peaked at $19.1K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.