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SignatureFD’s Virtus Reaves Utilities ETF UTES Stock Holding History

SignatureFD’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
2025
Q1 		– Sell
-30
Closed -$1.91K – 3458
2024
Q4 		$1.91K Hold
30
– – ﹤0.01% 2886
2024
Q3 		$1.92K Buy
+30
New +$1.67K ﹤0.01% 2847

Other funds holding UTES

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

SignatureFD's UTES Position: Q1 2025 in Review

SignatureFD sold out of Virtus Reaves Utilities ETF (UTES) in Q1 2025, closing a stake of 30 shares — an estimated $1.91K sold.

SignatureFD first reported a position in UTES in Q3 2024 and held it in 2 quarters. The position peaked at $1.92K in Q3 2024. 80 funds tracked by Wall St. Rank hold UTES as of Q1 2025.

  • SignatureFD reported no remaining Virtus Reaves Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • SignatureFD sold 30 Virtus Reaves Utilities ETF shares in Q1 2025, an estimated $1.91K.
  • SignatureFD first reported a position in Virtus Reaves Utilities ETF in Q3 2024 and held it in 2 quarters.
  • SignatureFD's Virtus Reaves Utilities ETF position peaked at $1.92K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2025.

Based on SignatureFD's 13F filing for Q1 2025, filed 2 May 2025.