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SageView Advisory Group’s Virtus Reaves Utilities ETF UTES Stock Holding History

SageView Advisory Group’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 		– Sell
-128
Closed -$10.1K – 2331
2025
Q4 		$10.1K Buy
+128
New +$10.6K ﹤0.01% 1709

Other funds holding UTES

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

SageView Advisory Group's UTES Position: Q1 2026 in Review

SageView Advisory Group sold out of Virtus Reaves Utilities ETF (UTES) in Q1 2026, closing a stake of 128 shares — an estimated $10.1K sold.

SageView Advisory Group first reported a position in UTES in Q4 2025 and held it in 1 quarter. The position peaked at $10.1K in Q4 2025. 184 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • SageView Advisory Group reported no remaining Virtus Reaves Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 128 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $10.1K.
  • SageView Advisory Group first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Virtus Reaves Utilities ETF position peaked at $10.1K in Q4 2025.
  • 184 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.