Raymond James Financial
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Raymond James Financial’s Virtus Reaves Utilities ETF UTES Stock Holding History

Raymond James Financial’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 		$14.7M Buy
184,322
+35,759
+24% +$2.87M ﹤0.01% 1703
2025
Q4 		$11.7M Buy
148,563
+50,781
+52% +$4.19M ﹤0.01% 1830
2025
Q3 		$8.16M Buy
97,782
+95,086
+3,527% +$7.57M ﹤0.01% 2085
2025
Q2 		$204K Buy
+2,696
New +$187K ﹤0.01% 4506

Other funds holding UTES

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
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

Raymond James Financial's UTES Position: Q1 2026 in Review

Raymond James Financial increased its Virtus Reaves Utilities ETF (UTES) stake by 24% in Q1 2026, buying an estimated $2.87M and bringing the position to 184,322 shares worth $14.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

Raymond James Financial first reported a position in UTES in Q2 2025 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • Raymond James Financial held 184,322 shares of Virtus Reaves Utilities ETF worth $14.7M as of Q1 2026.
  • Raymond James Financial bought 35,759 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $2.87M.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1703 holding.
  • Raymond James Financial first reported a position in Virtus Reaves Utilities ETF in Q2 2025 and has held it in 4 quarters since.
  • 182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.