Redhawk Wealth Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Redhawk Wealth Advisors’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	–	Sell	-2,730	Closed	-$216K	–	421
2025 Q4	$216K	Sell	2,730 -209	-7%	-$17.2K	0.02%	342
2025 Q3	$245K	Buy	+2,939	New	+$234K	0.03%	310

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

Redhawk Wealth Advisors's UTES Position: Q1 2026 in Review

Redhawk Wealth Advisors sold out of Virtus Reaves Utilities ETF (UTES) in Q1 2026, closing a stake of 2,730 shares — an estimated $216K sold.

Redhawk Wealth Advisors first reported a position in UTES in Q3 2025 and held it in 2 quarters. The position peaked at $245K in Q3 2025. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

Redhawk Wealth Advisors reported no remaining Virtus Reaves Utilities ETF position as of Q1 2026 after selling out during the quarter.
Redhawk Wealth Advisors sold 2,730 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $216K.
Redhawk Wealth Advisors first reported a position in Virtus Reaves Utilities ETF in Q3 2025 and held it in 2 quarters.
Redhawk Wealth Advisors's Virtus Reaves Utilities ETF position peaked at $245K in Q3 2025.
182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.