Planning Strategies’s Virtus Reaves Utilities ETF UTES Stock Holding History

Planning Strategies’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	$1.05M	Buy	+12,881	New	+$1.05M	0.66%	27

Other funds holding UTES

LPL Financial San Diego, California $445B AUM 25.58% 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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Planning Strategies's UTES Position: Q2 2026 in Review

Planning Strategies opened a new position in Virtus Reaves Utilities ETF (UTES) in Q2 2026: 12,881 shares worth $1.05M. The stake represents 0.66% of the portfolio and ranks #27 among its holdings.

166 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Planning Strategies held 12,881 shares of Virtus Reaves Utilities ETF worth $1.05M as of Q2 2026.
Virtus Reaves Utilities ETF was a new Planning Strategies position in Q2 2026.
Virtus Reaves Utilities ETF made up 0.66% of Planning Strategies's portfolio in Q2 2026, its #27 holding.
166 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.