Prospera Financial Services’s Virtus Reaves Utilities ETF UTES Stock Holding History

Prospera Financial Services’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	$1.87M	Sell	22,875 -2,055	-8%	-$167K	0.03%	536
2026 Q1	$1.99M	Sell	24,930 -1,312	-5%	-$105K	0.03%	504
2025 Q4	$2.07M	Sell	26,242 -489	-2%	-$40.3K	0.03%	467
2025 Q3	$2.23M	Buy	26,731 +19,463	+268%	+$1.55M	0.04%	448
2025 Q2	$550K	Buy	7,268 +2,137	+42%	+$148K	0.01%	871
2025 Q1	$332K	Sell	5,131 -651	-11%	-$43.7K	0.01%	950
2024 Q4	$369K	Sell	5,782 -2,333	-29%	-$153K	0.01%	848
2024 Q3	$519K	Buy	8,115 +71	+0.9%	+$3.96K	0.01%	713
2024 Q2	$417K	Buy	+8,044	New	+$415K	0.01%	781

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

Prospera Financial Services's UTES Position: Q2 2026 in Review

Prospera Financial Services reduced its Virtus Reaves Utilities ETF (UTES) stake by 8.2% in Q2 2026, selling an estimated $167K and leaving 22,875 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #536.

Prospera Financial Services first reported a position in UTES in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.23M in Q3 2025. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Prospera Financial Services held 22,875 shares of Virtus Reaves Utilities ETF worth $1.87M as of Q2 2026.
Prospera Financial Services sold 2,055 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $167K.
Virtus Reaves Utilities ETF made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #536 holding.
Prospera Financial Services first reported a position in Virtus Reaves Utilities ETF in Q2 2024 and has held it in 9 quarters since.
Prospera Financial Services's Virtus Reaves Utilities ETF position peaked at $2.23M in Q3 2025.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.