Steward Partners Investment Advisory’s Virtus Reaves Utilities ETF UTES Stock Holding History

Steward Partners Investment Advisory’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	$3.49M	Buy	42,662 +9,766	+30%	+$792K	0.02%	696
2026 Q1	$2.63M	Buy	32,896 +341	+1%	+$27.4K	0.01%	752
2025 Q4	$2.57M	Sell	32,555 -779	-2%	-$64.2K	0.01%	681
2025 Q3	$2.78M	Buy	33,334 +26,785	+409%	+$2.13M	0.02%	659
2025 Q2	$495K	Buy	6,549 +300	+5%	+$20.8K	﹤0.01%	1303
2025 Q1	$404K	Buy	6,249 +1,337	+27%	+$89.8K	﹤0.01%	1307
2024 Q4	$313K	Buy	+4,912	New	+$322K	﹤0.01%	1385

Other funds holding UTES

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Steward Partners Investment Advisory's UTES Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Virtus Reaves Utilities ETF (UTES) stake by 30% in Q2 2026, buying an estimated $792K and bringing the position to 42,662 shares worth $3.49M. The position accounts for 0.02% of the portfolio, ranked #696.

Steward Partners Investment Advisory first reported a position in UTES in Q4 2024 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Steward Partners Investment Advisory held 42,662 shares of Virtus Reaves Utilities ETF worth $3.49M as of Q2 2026.
Steward Partners Investment Advisory bought 9,766 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $792K.
Virtus Reaves Utilities ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #696 holding.
Steward Partners Investment Advisory first reported a position in Virtus Reaves Utilities ETF in Q4 2024 and has held it in 7 quarters since.
179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.