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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
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

&Partners's UTES Position: Q1 2026 in Review

&Partners increased its Virtus Reaves Utilities ETF (UTES) stake by 44% in Q1 2026, buying an estimated $509K and bringing the position to 20,796 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #1004.

&Partners first reported a position in UTES in Q4 2025 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • &Partners held 20,796 shares of Virtus Reaves Utilities ETF worth $1.66M as of Q1 2026.
  • &Partners bought 6,333 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $509K.
  • Virtus Reaves Utilities ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1004 holding.
  • &Partners first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.