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Sequoia Financial Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Sequoia Financial 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 		$271K Buy
3,318
+10
+0.3% +$811 ﹤0.01% 1752
2026
Q1 		$264K Buy
3,308
+13
+0.4% +$1.04K ﹤0.01% 1643
2025
Q4 		$260K Buy
+3,295
New +$272K ﹤0.01% 1647

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

Sequoia Financial Advisors's UTES Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Virtus Reaves Utilities ETF (UTES) stake by 0.3% in Q2 2026, buying an estimated $811 and bringing the position to 3,318 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Sequoia Financial Advisors first reported a position in UTES in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Sequoia Financial Advisors held 3,318 shares of Virtus Reaves Utilities ETF worth $271K as of Q2 2026.
  • Sequoia Financial Advisors bought 10 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $811.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1752 holding.
  • Sequoia Financial Advisors first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.