Phoenix Wealth Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Phoenix Wealth Advisors’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	$585K	Sell	7,154 -212	-3%	-$17.2K	0.2%	76
2026 Q1	$589K	Sell	7,366 -11	-0.1%	-$884	0.23%	74
2025 Q4	$582K	Buy	7,377 +130	+2%	+$10.7K	0.22%	77
2025 Q3	$605K	Buy	+7,247	New	+$577K	0.23%	74

Other funds holding UTES

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Phoenix Wealth Advisors's UTES Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Virtus Reaves Utilities ETF (UTES) stake by 2.9% in Q2 2026, selling an estimated $17.2K and leaving 7,154 shares worth $585K. The position accounts for 0.2% of the portfolio, ranked #76.

Phoenix Wealth Advisors first reported a position in UTES in Q3 2025 and has held it in 4 quarters since. The position peaked at $605K in Q3 2025. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Phoenix Wealth Advisors held 7,154 shares of Virtus Reaves Utilities ETF worth $585K as of Q2 2026.
Phoenix Wealth Advisors sold 212 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $17.2K.
Virtus Reaves Utilities ETF made up 0.2% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Phoenix Wealth Advisors first reported a position in Virtus Reaves Utilities ETF in Q3 2025 and has held it in 4 quarters since.
Phoenix Wealth Advisors's Virtus Reaves Utilities ETF position peaked at $605K in Q3 2025.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.