Rhodes Investment Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Rhodes Investment 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 Q3	–	Sell	-5,580	Closed	-$456K	–	137
2026 Q2	$456K	Sell	5,580 -6,620	-54%	-$537K	0.34%	75
2026 Q1	$975K	Buy	12,200 +1,930	+19%	+$155K	0.84%	37
2025 Q4	$811K	Buy	+10,270	New	+$847K	0.66%	46

Other funds holding UTES

Planning Strategies Lancaster, Pennsylvania $169M AUM

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Rhodes Investment Advisors's UTES Position: Q3 2026 in Review

Rhodes Investment Advisors sold out of Virtus Reaves Utilities ETF (UTES) in Q3 2026, closing a stake of 5,580 shares — an estimated $456K sold.

Rhodes Investment Advisors first reported a position in UTES in Q4 2025 and held it in 3 quarters. The position peaked at $975K in Q1 2026. 6 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

Rhodes Investment Advisors reported no remaining Virtus Reaves Utilities ETF position as of Q3 2026 after selling out during the quarter.
Rhodes Investment Advisors sold 5,580 Virtus Reaves Utilities ETF shares in Q3 2026, an estimated $456K.
Rhodes Investment Advisors first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and held it in 3 quarters.
Rhodes Investment Advisors's Virtus Reaves Utilities ETF position peaked at $975K in Q1 2026.
6 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.