PFG Investments’s Virtus Reaves Utilities ETF UTES Stock Holding History

PFG Investments’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	$2.96M	Buy	36,182 +1,716	+5%	+$139K	0.11%	154
2026 Q1	$2.75M	Sell	34,466 -1,416	-4%	-$114K	0.13%	145
2025 Q4	$2.83M	Sell	35,882 -775	-2%	-$63.9K	0.13%	138
2025 Q3	$3.06M	Buy	36,657 +168	+0.5%	+$13.4K	0.16%	118
2025 Q2	$2.76M	Sell	36,489 -366	-1%	-$25.4K	0.16%	118
2025 Q1	$2.38M	Buy	+36,855	New	+$2.47M	0.15%	127

Other funds holding UTES

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

AWM

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

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

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

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PFG Investments's UTES Position: Q2 2026 in Review

PFG Investments increased its Virtus Reaves Utilities ETF (UTES) stake by 5% in Q2 2026, buying an estimated $139K and bringing the position to 36,182 shares worth $2.96M. The position accounts for 0.11% of the portfolio, ranked #154.

PFG Investments first reported a position in UTES in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.06M in Q3 2025. 50 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

PFG Investments held 36,182 shares of Virtus Reaves Utilities ETF worth $2.96M as of Q2 2026.
PFG Investments bought 1,716 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $139K.
Virtus Reaves Utilities ETF made up 0.11% of PFG Investments's portfolio in Q2 2026, its #154 holding.
PFG Investments first reported a position in Virtus Reaves Utilities ETF in Q1 2025 and has held it in 6 quarters since.
PFG Investments's Virtus Reaves Utilities ETF position peaked at $3.06M in Q3 2025.
50 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.