Secure Asset Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Secure Asset Management’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	$283K	Buy	3,464 +80	+2%	+$6.49K	0.04%	270
2026 Q1	$270K	Buy	3,384 +449	+15%	+$36.1K	0.04%	259
2025 Q4	$232K	Buy	2,935 +400	+16%	+$33K	0.04%	310
2025 Q3	$213K	Buy	+2,535	New	+$202K	0.04%	291

Other funds holding UTES

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SCM

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

Secure Asset Management's UTES Position: Q2 2026 in Review

Secure Asset Management increased its Virtus Reaves Utilities ETF (UTES) stake by 2.4% in Q2 2026, buying an estimated $6.49K and bringing the position to 3,464 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #270.

Secure Asset Management first reported a position in UTES in Q3 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Secure Asset Management held 3,464 shares of Virtus Reaves Utilities ETF worth $283K as of Q2 2026.
Secure Asset Management bought 80 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $6.49K.
Virtus Reaves Utilities ETF made up 0.04% of Secure Asset Management's portfolio in Q2 2026, its #270 holding.
Secure Asset Management first reported a position in Virtus Reaves Utilities ETF in Q3 2025 and has held it in 4 quarters since.
43 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.