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
2025 Q3	$2.78M	Buy
2025 Q2	$495K	Buy
2025 Q1	$404K	Buy
2024 Q4	$313K	Buy