Riggs Asset Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Riggs Asset Management’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	$9.34M	Sell	116,837 -69,802	-37%	-$5.61M	1.92%	13
2025 Q4	$14.7M	Sell	186,639 -3,398	-2%	-$280K	2.97%	6
2025 Q3	$15.9M	Buy	190,037 +3,531	+2%	+$281K	3.44%	3
2025 Q2	$14.1M	Buy	186,506 +3,392	+2%	+$235K	3.47%	4
2025 Q1	$11.8M	Buy	183,114 +95,618	+109%	+$6.42M	3.38%	4
2024 Q4	$5.6M	Buy	87,496 +7,604	+10%	+$498K	1.5%	26
2024 Q3	$5.11M	Buy	+79,892	New	+$4.46M	1.4%	30

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

Riggs Asset Management's UTES Position: Q1 2026 in Review

Riggs Asset Management reduced its Virtus Reaves Utilities ETF (UTES) stake by 37% in Q1 2026, selling an estimated $5.61M and leaving 116,837 shares worth $9.34M. The position accounts for 1.92% of the portfolio, ranked #13.

Riggs Asset Management first reported a position in UTES in Q3 2024 and has held it in 7 quarters since. The position peaked at $15.9M in Q3 2025. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

Riggs Asset Management held 116,837 shares of Virtus Reaves Utilities ETF worth $9.34M as of Q1 2026.
Riggs Asset Management sold 69,802 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $5.61M.
Virtus Reaves Utilities ETF made up 1.92% of Riggs Asset Management's portfolio in Q1 2026, its #13 holding.
Riggs Asset Management first reported a position in Virtus Reaves Utilities ETF in Q3 2024 and has held it in 7 quarters since.
Riggs Asset Management's Virtus Reaves Utilities ETF position peaked at $15.9M in Q3 2025.
182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Riggs Asset Management's 13F filing for Q1 2026, filed 12 May 2026.