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Puff Wealth Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Puff Wealth Management’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
Q3 		$321K Buy
4,577
+617
+16% +$47.2K 0.3% 61
2026
Q2 		$324K Buy
+3,960
New +$321K 0.33% 64

Other funds holding UTES

SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
FLI
Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return
HA
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Puff Wealth Management's UTES Position: Q3 2026 in Review

Puff Wealth Management increased its Virtus Reaves Utilities ETF (UTES) stake by 16% in Q3 2026, buying an estimated $47.2K and bringing the position to 4,577 shares worth $321K. The position accounts for 0.3% of the portfolio, ranked #61.

Puff Wealth Management first reported a position in UTES in Q2 2026 and has held it in 2 quarters since. The position peaked at $324K in Q2 2026. 18 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

  • Puff Wealth Management held 4,577 shares of Virtus Reaves Utilities ETF worth $321K as of Q3 2026.
  • Puff Wealth Management bought 617 Virtus Reaves Utilities ETF shares in Q3 2026, an estimated $47.2K.
  • Virtus Reaves Utilities ETF made up 0.3% of Puff Wealth Management's portfolio in Q3 2026, its #61 holding.
  • Puff Wealth Management first reported a position in Virtus Reaves Utilities ETF in Q2 2026 and has held it in 2 quarters since.
  • Puff Wealth Management's Virtus Reaves Utilities ETF position peaked at $324K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.