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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$495K	Buy	6,549 +300	+5%	+$22.7K	﹤0.01%	1303
2025 Q1	$404K	Buy	6,249 +1,337	+27%	+$86.4K	﹤0.01%	1307
2024 Q4	$313K	Buy	+4,912	New	+$313K	﹤0.01%	1385