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

Perigon 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
2025
Q1 		– Sell
-7,140
Closed -$503K – 1099
2024
Q4 		$503K Buy
+7,140
New +$468K 0.01% 641

Other funds holding UTES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Perigon Wealth Management's UTES Position: Q1 2025 in Review

Perigon Wealth Management sold out of Virtus Reaves Utilities ETF (UTES) in Q1 2025, closing a stake of 7,140 shares — an estimated $503K sold.

Perigon Wealth Management first reported a position in UTES in Q4 2024 and held it in 1 quarter. The position peaked at $503K in Q4 2024. 81 funds tracked by Wall St. Rank hold UTES as of Q1 2025.

  • Perigon Wealth Management reported no remaining Virtus Reaves Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 7,140 Virtus Reaves Utilities ETF shares in Q1 2025, an estimated $503K.
  • Perigon Wealth Management first reported a position in Virtus Reaves Utilities ETF in Q4 2024 and held it in 1 quarter.
  • Perigon Wealth Management's Virtus Reaves Utilities ETF position peaked at $503K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.