Steel Grove Capital Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Steel Grove Capital Advisors’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 Q1	$3.5M	Buy	43,853 +573	+1%	+$46K	0.37%	30
2025 Q4	$3.42M	Buy	43,280 +4,530	+12%	+$374K	0.35%	33
2025 Q3	$2.93M	Hold	38,750	–	–	0.35%	32
2025 Q2	$2.93M	Buy	38,750 +639	+2%	+$44.4K	0.35%	32
2025 Q1	$2.46M	Buy	38,111 +10,397	+38%	+$698K	0.37%	30
2024 Q4	$1.77M	Buy	27,714 +23,462	+552%	+$1.54M	0.24%	55
2024 Q3	$271K	Buy	+4,252	New	+$237K	0.04%	148

Other funds holding UTES

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Steel Grove Capital Advisors's UTES Position: Q1 2026 in Review

Steel Grove Capital Advisors increased its Virtus Reaves Utilities ETF (UTES) stake by 1.3% in Q1 2026, buying an estimated $46K and bringing the position to 43,853 shares worth $3.5M. The position accounts for 0.37% of the portfolio, ranked #30.

Steel Grove Capital Advisors first reported a position in UTES in Q3 2024 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

Steel Grove Capital Advisors held 43,853 shares of Virtus Reaves Utilities ETF worth $3.5M as of Q1 2026.
Steel Grove Capital Advisors bought 573 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $46K.
Virtus Reaves Utilities ETF made up 0.37% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #30 holding.
Steel Grove Capital Advisors first reported a position in Virtus Reaves Utilities ETF in Q3 2024 and has held it in 7 quarters since.
182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.