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Simplicity Solutions’s Virtus Reaves Utilities ETF UTES Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-63,957
Closed -$2.57M – 941
2020
Q4 		$2.57M Buy
63,957
+247
+0.4% +$9.93K 0.04% 335
2020
Q3 		$2.4M Sell
63,710
-1,186
-2% -$45K 0.04% 295
2020
Q2 		$2.3M Sell
64,896
-6,392
-9% -$231K 0.05% 287
2020
Q1 		$2.5M Buy
71,288
+26,301
+58% +$1.06M 0.08% 194
2019
Q4 		$1.86M Buy
+44,987
New +$1.83M 0.06% 254

Other funds holding UTES

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $391M AUM 40.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Solutions's UTES Position: Q1 2021 in Review

Simplicity Solutions sold out of Virtus Reaves Utilities ETF (UTES) in Q1 2021, closing a stake of 63,957 shares — an estimated $2.57M sold.

Simplicity Solutions first reported a position in UTES in Q4 2019 and held it in 5 quarters. The position peaked at $2.57M in Q4 2020. 14 funds tracked by Wall St. Rank hold UTES as of Q1 2021.

  • Simplicity Solutions reported no remaining Virtus Reaves Utilities ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 63,957 Virtus Reaves Utilities ETF shares in Q1 2021, an estimated $2.57M.
  • Simplicity Solutions first reported a position in Virtus Reaves Utilities ETF in Q4 2019 and held it in 5 quarters.
  • Simplicity Solutions's Virtus Reaves Utilities ETF position peaked at $2.57M in Q4 2020.
  • 14 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.