Simplex Trading
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Simplex Trading’s Virtus Reaves Utilities ETF UTES Stock Holding History

Simplex Trading’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
Q3 		$129K Sell
1,835
-1,543
-46% -$118K ﹤0.01% 5136
2026
Q2 		$276K Sell
3,378
-799
-19% -$64.8K ﹤0.01% 4314
2026
Q1 		$334K Buy
4,177
+3,973
+1,948% +$319K ﹤0.01% 3702
2025
Q4 		$16.1K Buy
+204
New +$16.8K ﹤0.01% 6664

Other funds holding UTES

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
XP Advisory US
XP Advisory US Miami, Florida $226M AUM

Simplex Trading's UTES Position: Q3 2026 in Review

Simplex Trading reduced its Virtus Reaves Utilities ETF (UTES) stake by 46% in Q3 2026, selling an estimated $118K and leaving 1,835 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #5136.

Simplex Trading first reported a position in UTES in Q4 2025 and has held it in 4 quarters since. The position peaked at $334K in Q1 2026. 155 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

  • Simplex Trading held 1,835 shares of Virtus Reaves Utilities ETF worth $129K as of Q3 2026.
  • Simplex Trading sold 1,543 Virtus Reaves Utilities ETF shares in Q3 2026, an estimated $118K.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #5136 holding.
  • Simplex Trading first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and has held it in 4 quarters since.
  • Simplex Trading's Virtus Reaves Utilities ETF position peaked at $334K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.