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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$107K	Sell	1,421 -189	-12%	-$14.3K	0.09%	86
2025 Q1	$102K	Sell	1,610 -106	-6%	-$6.72K	0.1%	67
2024 Q4	$109K	Buy	+1,716	New	+$109K	0.1%	63