Proficio Capital Partners
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Proficio Capital Partners’s Virtus Reaves Utilities ETF UTES Stock Holding History

Proficio Capital Partners’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
Q1 		– Sell
-8,645
Closed -$683K – 272
2025
Q4 		$683K Buy
+8,645
New +$713K 0.05% 148
2025
Q3 		– Sell
-47,315
Closed -$3.58M – 420
2025
Q2 		$3.58M Buy
+47,315
New +$3.28M 0.22% 77

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Bank of America
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Proficio Capital Partners's UTES Position: Q1 2026 in Review

Proficio Capital Partners sold out of Virtus Reaves Utilities ETF (UTES) in Q1 2026, closing a stake of 8,645 shares — an estimated $683K sold.

Proficio Capital Partners first reported a position in UTES in Q2 2025 and held it in 2 quarters. The position peaked at $3.58M in Q2 2025. 185 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • Proficio Capital Partners reported no remaining Virtus Reaves Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Proficio Capital Partners sold 8,645 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $683K.
  • Proficio Capital Partners first reported a position in Virtus Reaves Utilities ETF in Q2 2025 and held it in 2 quarters.
  • Proficio Capital Partners's Virtus Reaves Utilities ETF position peaked at $3.58M in Q2 2025.
  • 185 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.