Red Mountain Financial’s Virtus Reaves Utilities ETF UTES Stock Holding History

Red Mountain 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	$564K	Sell	7,060 -108	-2%	-$8.68K	0.53%	42
2025 Q4	$566K	Sell	7,168 -478	-6%	-$39.4K	0.56%	39
2025 Q3	$638K	Buy	7,646 +2,157	+39%	+$172K	0.65%	36
2025 Q2	$415K	Buy	+5,489	New	+$381K	0.46%	43

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

Red Mountain Financial's UTES Position: Q1 2026 in Review

Red Mountain Financial reduced its Virtus Reaves Utilities ETF (UTES) stake by 1.5% in Q1 2026, selling an estimated $8.68K and leaving 7,060 shares worth $564K. The position accounts for 0.53% of the portfolio, ranked #42.

Red Mountain Financial first reported a position in UTES in Q2 2025 and has held it in 4 quarters since. The position peaked at $638K in Q3 2025. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

Red Mountain Financial held 7,060 shares of Virtus Reaves Utilities ETF worth $564K as of Q1 2026.
Red Mountain Financial sold 108 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $8.68K.
Virtus Reaves Utilities ETF made up 0.53% of Red Mountain Financial's portfolio in Q1 2026, its #42 holding.
Red Mountain Financial first reported a position in Virtus Reaves Utilities ETF in Q2 2025 and has held it in 4 quarters since.
Red Mountain Financial's Virtus Reaves Utilities ETF position peaked at $638K in Q3 2025.
182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Red Mountain Financial's 13F filing for Q1 2026, filed 28 Apr 2026.