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Sowell Financial Services’s Virtus Reaves Utilities ETF UTES Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,045
Closed -$44K – 2619
2021
Q1 		$44K Buy
1,045
+464
+80% +$18.6K ﹤0.01% 1713
2020
Q4 		$23K Sell
581
-322
-36% -$12.9K ﹤0.01% 1684
2020
Q3 		$34K Buy
903
+200
+28% +$7.59K ﹤0.01% 1345
2020
Q2 		$25K Buy
+703
New +$25.4K ﹤0.01% 1395

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
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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 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

Sowell Financial Services's UTES Position: Q2 2021 in Review

Sowell Financial Services sold out of Virtus Reaves Utilities ETF (UTES) in Q2 2021, closing a stake of 1,045 shares — an estimated $44K sold.

Sowell Financial Services first reported a position in UTES in Q2 2020 and held it in 4 quarters. The position peaked at $44K in Q1 2021. 10 funds tracked by Wall St. Rank hold UTES as of Q2 2021.

  • Sowell Financial Services reported no remaining Virtus Reaves Utilities ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,045 Virtus Reaves Utilities ETF shares in Q2 2021, an estimated $44K.
  • Sowell Financial Services first reported a position in Virtus Reaves Utilities ETF in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Virtus Reaves Utilities ETF position peaked at $44K in Q1 2021.
  • 10 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.