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Roxbury Financial’s Virtus Reaves Utilities ETF UTES Stock Holding History

Roxbury 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
Q3 		$120K Buy
+1,714
New +$131K 0.09% 137

Other funds holding UTES

PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 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's UTES Position: Q3 2026 in Review

Roxbury Financial opened a new position in Virtus Reaves Utilities ETF (UTES) in Q3 2026: 1,714 shares worth $120K. The stake represents 0.09% of the portfolio and ranks #137 among its holdings.

7 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

  • Roxbury Financial held 1,714 shares of Virtus Reaves Utilities ETF worth $120K as of Q3 2026.
  • Virtus Reaves Utilities ETF was a new Roxbury Financial position in Q3 2026.
  • Virtus Reaves Utilities ETF made up 0.09% of Roxbury Financial's portfolio in Q3 2026, its #137 holding.
  • 7 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.