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 Q2	$579K	Buy	7,077 +17	+0.2%	+$1.38K	0.49%	42
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

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

Red Mountain Financial's UTES Position: Q2 2026 in Review

Red Mountain Financial increased its Virtus Reaves Utilities ETF (UTES) stake by 0.24% in Q2 2026, buying an estimated $1.38K and bringing the position to 7,077 shares worth $579K. The position accounts for 0.49% of the portfolio, ranked #42.

Red Mountain Financial first reported a position in UTES in Q2 2025 and has held it in 5 quarters since. The position peaked at $638K in Q3 2025. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Red Mountain Financial held 7,077 shares of Virtus Reaves Utilities ETF worth $579K as of Q2 2026.
Red Mountain Financial bought 17 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $1.38K.
Virtus Reaves Utilities ETF made up 0.49% of Red Mountain Financial's portfolio in Q2 2026, its #42 holding.
Red Mountain Financial first reported a position in Virtus Reaves Utilities ETF in Q2 2025 and has held it in 5 quarters since.
Red Mountain Financial's Virtus Reaves Utilities ETF position peaked at $638K in Q3 2025.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.