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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Sigma Planning Corp's UTES Position: Q1 2026 in Review

Sigma Planning Corp increased its Virtus Reaves Utilities ETF (UTES) stake by 86% in Q1 2026, buying an estimated $535K and bringing the position to 14,388 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #522.

Sigma Planning Corp first reported a position in UTES in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.37M in Q4 2024. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • Sigma Planning Corp held 14,388 shares of Virtus Reaves Utilities ETF worth $1.15M as of Q1 2026.
  • Sigma Planning Corp bought 6,658 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $535K.
  • Virtus Reaves Utilities ETF made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #522 holding.
  • Sigma Planning Corp first reported a position in Virtus Reaves Utilities ETF in Q4 2024 and has held it in 3 quarters since.
  • Sigma Planning Corp's Virtus Reaves Utilities ETF position peaked at $1.37M in Q4 2024.
  • 182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.