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

Northwestern Mutual 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 Q1	$2.47M	Buy	30,875 +6,756	+28%	+$543K	﹤0.01%	1034
2025 Q4	$1.9M	Buy	24,119 +23,440	+3,452%	+$1.93M	﹤0.01%	1070
2025 Q3	$56.7K	Buy	+679	New	+$54K	﹤0.01%	2277
2024 Q1	–	Sell	-1,313	Closed	-$58.6K	–	3819
2023 Q4	$58.6K	Buy	+1,313	New	+$56.6K	﹤0.01%	1986

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

Northwestern Mutual Wealth Management's UTES Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Virtus Reaves Utilities ETF (UTES) stake by 28% in Q1 2026, buying an estimated $543K and bringing the position to 30,875 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Northwestern Mutual Wealth Management first reported a position in UTES in Q4 2023 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

Northwestern Mutual Wealth Management held 30,875 shares of Virtus Reaves Utilities ETF worth $2.47M as of Q1 2026.
Northwestern Mutual Wealth Management bought 6,756 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $543K.
Virtus Reaves Utilities ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1034 holding.
Northwestern Mutual Wealth Management first reported a position in Virtus Reaves Utilities ETF in Q4 2023 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 Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.