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	-2,811,223	Closed	-$3.58M	–	420
2025 Q2	$3.58M	Buy	+2,811,223	New	+$195M	0.22%	77

Other funds holding UTES

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 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. 182 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.
182 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.