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 $1.81T AUM 41.13% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 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. 184 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.
184 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.