Private Advisor Group’s Virtus Reaves Utilities ETF UTES Stock Holding History

Private Advisor Group’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	$2.88M	Buy	35,262 +10,326	+41%	+$838K	0.01%	858
2026 Q1	$1.99M	Sell	24,936 -929	-4%	-$74.6K	0.01%	1063
2025 Q4	$2.04M	Buy	25,865 +17,701	+217%	+$1.46M	0.01%	1032
2025 Q3	$681K	Buy	+8,164	New	+$650K	﹤0.01%	1602

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

Private Advisor Group's UTES Position: Q2 2026 in Review

Private Advisor Group increased its Virtus Reaves Utilities ETF (UTES) stake by 41% in Q2 2026, buying an estimated $838K and bringing the position to 35,262 shares worth $2.88M. The position accounts for 0.01% of the portfolio, ranked #858.

Private Advisor Group first reported a position in UTES in Q3 2025 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Private Advisor Group held 35,262 shares of Virtus Reaves Utilities ETF worth $2.88M as of Q2 2026.
Private Advisor Group bought 10,326 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $838K.
Virtus Reaves Utilities ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #858 holding.
Private Advisor Group first reported a position in Virtus Reaves Utilities ETF in Q3 2025 and has held it in 4 quarters since.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.