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&Partners’s Virtus Reaves Utilities ETF UTES Stock Holding History

&Partners’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 		$2.02M Buy
24,667
+3,871
+19% +$314K 0.01% 1027
2026
Q1 		$1.66M Buy
20,796
+6,333
+44% +$509K 0.01% 1004
2025
Q4 		$1.14M Buy
+14,463
New +$1.19M 0.01% 1145

Other funds holding UTES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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

&Partners's UTES Position: Q2 2026 in Review

&Partners increased its Virtus Reaves Utilities ETF (UTES) stake by 19% in Q2 2026, buying an estimated $314K and bringing the position to 24,667 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #1027.

&Partners first reported a position in UTES in Q4 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • &Partners held 24,667 shares of Virtus Reaves Utilities ETF worth $2.02M as of Q2 2026.
  • &Partners bought 3,871 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $314K.
  • Virtus Reaves Utilities ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1027 holding.
  • &Partners first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.