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Park Avenue Securities’s Virtus Reaves Utilities ETF UTES Stock Holding History

Park Avenue Securities’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 		$973K Buy
11,907
+3,119
+35% +$253K 0.01% 968
2026
Q1 		$702K Buy
8,788
+4,132
+89% +$332K 0.01% 958
2025
Q4 		$368K Buy
+4,656
New +$384K ﹤0.01% 1236

Other funds holding UTES

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
XAUI
XP Advisory US, Inc. Miami, Florida $183M AUM
TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

Park Avenue Securities's UTES Position: Q2 2026 in Review

Park Avenue Securities increased its Virtus Reaves Utilities ETF (UTES) stake by 35% in Q2 2026, buying an estimated $253K and bringing the position to 11,907 shares worth $973K. The position accounts for 0.01% of the portfolio, ranked #968.

Park Avenue Securities first reported a position in UTES in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Park Avenue Securities held 11,907 shares of Virtus Reaves Utilities ETF worth $973K as of Q2 2026.
  • Park Avenue Securities bought 3,119 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $253K.
  • Virtus Reaves Utilities ETF made up 0.01% of Park Avenue Securities's portfolio in Q2 2026, its #968 holding.
  • Park Avenue Securities first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.