Sanctuary Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Sanctuary Advisors’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	$1.06M	Buy	13,013 +776	+6%	+$63K	﹤0.01%	1406
2026 Q1	$978K	Sell	12,237 -29	-0.2%	-$2.33K	0.01%	1350
2025 Q4	$968K	Sell	12,266 -743	-6%	-$61.3K	0.01%	1338
2025 Q3	$1.09M	Buy	13,009 +2,579	+25%	+$205K	0.01%	1241
2025 Q2	$789K	Buy	+10,430	New	+$724K	﹤0.01%	1351
2025 Q1	–	Sell	-14,259	Closed	-$985K	–	2452
2024 Q4	$985K	Buy	14,259 +10,750	+306%	+$704K	0.01%	1269
2024 Q3	$242K	Buy	+3,509	New	+$196K	﹤0.01%	2131

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

Sanctuary Advisors's UTES Position: Q2 2026 in Review

Sanctuary Advisors increased its Virtus Reaves Utilities ETF (UTES) stake by 6.3% in Q2 2026, buying an estimated $63K and bringing the position to 13,013 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Sanctuary Advisors first reported a position in UTES in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q3 2025. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Sanctuary Advisors held 13,013 shares of Virtus Reaves Utilities ETF worth $1.06M as of Q2 2026.
Sanctuary Advisors bought 776 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $63K.
Virtus Reaves Utilities ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1406 holding.
Sanctuary Advisors first reported a position in Virtus Reaves Utilities ETF in Q3 2024 and has held it in 7 quarters since.
Sanctuary Advisors's Virtus Reaves Utilities ETF position peaked at $1.09M in Q3 2025.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.