Principia Wealth Advisory’s Virtus Reaves Utilities ETF UTES Stock Holding History

Principia Wealth Advisory’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	$66.3K	Sell	811 -210	-21%	-$17K	0.03%	125
2026 Q1	$81.6K	Sell	1,021 -204	-17%	-$16.4K	0.05%	121
2025 Q4	$96.7K	Sell	1,225 -40	-3%	-$3.3K	0.06%	106
2025 Q3	$106K	Sell	1,265 -156	-11%	-$12.4K	0.07%	95
2025 Q2	$107K	Sell	1,421 -189	-12%	-$13.1K	0.09%	88
2025 Q1	$102K	Sell	1,610 -106	-6%	-$7.12K	0.1%	70
2024 Q4	$109K	Buy	+1,716	New	+$112K	0.1%	64

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

Principia Wealth Advisory's UTES Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Virtus Reaves Utilities ETF (UTES) stake by 21% in Q2 2026, selling an estimated $17K and leaving 811 shares worth $66.3K. The position accounts for 0.03% of the portfolio, ranked #125.

Principia Wealth Advisory first reported a position in UTES in Q4 2024 and has held it in 7 quarters since. The position peaked at $109K in Q4 2024. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Principia Wealth Advisory held 811 shares of Virtus Reaves Utilities ETF worth $66.3K as of Q2 2026.
Principia Wealth Advisory sold 210 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $17K.
Virtus Reaves Utilities ETF made up 0.03% of Principia Wealth Advisory's portfolio in Q2 2026, its #125 holding.
Principia Wealth Advisory first reported a position in Virtus Reaves Utilities ETF in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Virtus Reaves Utilities ETF position peaked at $109K in Q4 2024.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.