Sigma Planning Corp’s Virtus Reaves Utilities ETF UTES Stock Holding History

Sigma Planning Corp’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	$1.19M	Buy	14,537 +149	+1%	+$12.1K	0.03%	536
2026 Q1	$1.15M	Buy	14,388 +6,658	+86%	+$535K	0.03%	522
2025 Q4	$610K	Buy	+7,730	New	+$638K	0.02%	723
2025 Q1	–	Sell	-21,463	Closed	-$1.37M	–	1286
2024 Q4	$1.37M	Buy	+21,463	New	+$1.41M	0.04%	384

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

Sigma Planning Corp's UTES Position: Q2 2026 in Review

Sigma Planning Corp increased its Virtus Reaves Utilities ETF (UTES) stake by 1% in Q2 2026, buying an estimated $12.1K and bringing the position to 14,537 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #536.

Sigma Planning Corp first reported a position in UTES in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.37M in Q4 2024. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Sigma Planning Corp held 14,537 shares of Virtus Reaves Utilities ETF worth $1.19M as of Q2 2026.
Sigma Planning Corp bought 149 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $12.1K.
Virtus Reaves Utilities ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #536 holding.
Sigma Planning Corp first reported a position in Virtus Reaves Utilities ETF in Q4 2024 and has held it in 4 quarters since.
Sigma Planning Corp's Virtus Reaves Utilities ETF position peaked at $1.37M in Q4 2024.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.