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

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 22.9% 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

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. 180 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.
180 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.