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 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

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

Royal Harbor Partners's UTES Position: Q1 2026 in Review

Royal Harbor Partners reduced its Virtus Reaves Utilities ETF (UTES) stake by 0.42% in Q1 2026, selling an estimated $15.7K and leaving 46,347 shares worth $3.7M. The position accounts for 1.25% of the portfolio, ranked #24.

Royal Harbor Partners first reported a position in UTES in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.14M in Q3 2025. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

Royal Harbor Partners held 46,347 shares of Virtus Reaves Utilities ETF worth $3.7M as of Q1 2026.
Royal Harbor Partners sold 196 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $15.7K.
Virtus Reaves Utilities ETF made up 1.25% of Royal Harbor Partners's portfolio in Q1 2026, its #24 holding.
Royal Harbor Partners first reported a position in Virtus Reaves Utilities ETF in Q2 2024 and has held it in 8 quarters since.
Royal Harbor Partners's Virtus Reaves Utilities ETF position peaked at $4.14M in Q3 2025.
182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Royal Harbor Partners's 13F filing for Q1 2026, filed 24 Apr 2026.