Spire Wealth Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Spire Wealth Management’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 Q2	$700K	Buy	8,567 +142	+2%	+$11.5K	0.02%	468
2026 Q1	$673K	Sell	8,425 -2,200	-21%	-$177K	0.02%	468
2025 Q4	$839K	Buy	10,625 +2,675	+34%	+$221K	0.03%	431
2025 Q3	$663K	Buy	+7,950	New	+$633K	0.02%	464

Other funds holding UTES

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SCM

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

Spire Wealth Management's UTES Position: Q2 2026 in Review

Spire Wealth Management increased its Virtus Reaves Utilities ETF (UTES) stake by 1.7% in Q2 2026, buying an estimated $11.5K and bringing the position to 8,567 shares worth $700K. The position accounts for 0.02% of the portfolio, ranked #468.

Spire Wealth Management first reported a position in UTES in Q3 2025 and has held it in 4 quarters since. The position peaked at $839K in Q4 2025. 41 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Spire Wealth Management held 8,567 shares of Virtus Reaves Utilities ETF worth $700K as of Q2 2026.
Spire Wealth Management bought 142 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $11.5K.
Virtus Reaves Utilities ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #468 holding.
Spire Wealth Management first reported a position in Virtus Reaves Utilities ETF in Q3 2025 and has held it in 4 quarters since.
Spire Wealth Management's Virtus Reaves Utilities ETF position peaked at $839K in Q4 2025.
41 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.