Royal Harbor Partners’s Virtus Reaves Utilities ETF UTES Stock Holding History

Royal Harbor Partners’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 Q2	$3.81M	Buy	46,604 +257	+0.6%	+$20.9K	1.18%	24
2026 Q1	$3.7M	Sell	46,347 -196	-0.4%	-$15.7K	1.25%	24
2025 Q4	$3.67M	Sell	46,543 -3,122	-6%	-$257K	1.21%	24
2025 Q3	$4.14M	Sell	49,665 -557	-1%	-$44.3K	1.41%	22
2025 Q2	$3.8M	Sell	50,222 -959	-2%	-$66.6K	1.39%	23
2025 Q1	$3.31M	Sell	51,181 -3,863	-7%	-$259K	1.28%	24
2024 Q4	$3.51M	Buy	55,044 +766	+1%	+$50.2K	1.32%	22
2024 Q3	$3.47M	Buy	54,278 +749	+1%	+$41.8K	1.35%	21
2024 Q2	$2.77M	Buy	+53,529	New	+$2.76M	1.15%	24

Other funds holding UTES

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

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

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

Royal Harbor Partners's UTES Position: Q2 2026 in Review

Royal Harbor Partners increased its Virtus Reaves Utilities ETF (UTES) stake by 0.55% in Q2 2026, buying an estimated $20.9K and bringing the position to 46,604 shares worth $3.81M. The position accounts for 1.18% of the portfolio, ranked #24.

Royal Harbor Partners first reported a position in UTES in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.14M in Q3 2025. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Royal Harbor Partners held 46,604 shares of Virtus Reaves Utilities ETF worth $3.81M as of Q2 2026.
Royal Harbor Partners bought 257 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $20.9K.
Virtus Reaves Utilities ETF made up 1.18% of Royal Harbor Partners's portfolio in Q2 2026, its #24 holding.
Royal Harbor Partners first reported a position in Virtus Reaves Utilities ETF in Q2 2024 and has held it in 9 quarters since.
Royal Harbor Partners's Virtus Reaves Utilities ETF position peaked at $4.14M in Q3 2025.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.