Opal Wealth Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Opal Wealth 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 Q2	$403K	Buy	4,932 +454	+10%	+$36.8K	0.09%	130
2026 Q1	$358K	Buy	4,478 +743	+20%	+$59.7K	0.08%	126
2025 Q4	$295K	Buy	3,735 +4	+0.1%	+$330	0.08%	160
2025 Q3	$311K	Sell	3,731 -117	-3%	-$9.31K	0.09%	141
2025 Q2	$291K	Buy	3,848 +196	+5%	+$13.6K	0.08%	144
2025 Q1	$236K	Sell	3,652 -44	-1%	-$2.95K	0.07%	156
2024 Q4	$236K	Sell	3,696 -754	-17%	-$49.4K	0.07%	165
2024 Q3	$285K	Buy	4,450 +420	+10%	+$23.4K	0.09%	131
2024 Q2	$209K	Buy	+4,030	New	+$208K	0.07%	173

Other funds holding UTES

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Opal Wealth Advisors's UTES Position: Q2 2026 in Review

Opal Wealth Advisors increased its Virtus Reaves Utilities ETF (UTES) stake by 10% in Q2 2026, buying an estimated $36.8K and bringing the position to 4,932 shares worth $403K. The position accounts for 0.09% of the portfolio, ranked #130.

Opal Wealth Advisors first reported a position in UTES in Q2 2024 and has held it in 9 quarters since. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Opal Wealth Advisors held 4,932 shares of Virtus Reaves Utilities ETF worth $403K as of Q2 2026.
Opal Wealth Advisors bought 454 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $36.8K.
Virtus Reaves Utilities ETF made up 0.09% of Opal Wealth Advisors's portfolio in Q2 2026, its #130 holding.
Opal Wealth Advisors first reported a position in Virtus Reaves Utilities ETF in Q2 2024 and has held it in 9 quarters since.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.