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StoneX Group’s Virtus Reaves Utilities ETF UTES Stock Holding History

StoneX Group’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 		$961K Buy
11,758
+731
+7% +$59.3K 0.04% 364
2026
Q1 		$881K Buy
11,027
+254
+2% +$20.4K 0.05% 287
2025
Q4 		$851K Buy
10,773
+160
+2% +$13.2K 0.04% 395
2025
Q3 		$886K Sell
10,613
-279
-3% -$22.2K 0.04% 393
2025
Q2 		$823K Buy
10,892
+120
+1% +$8.33K 0.04% 381
2025
Q1 		$696K Sell
10,772
-695
-6% -$46.7K 0.04% 377
2024
Q4 		$731K Sell
11,467
-913
-7% -$59.8K 0.04% 365
2024
Q3 		$792K Sell
12,380
-2,265
-15% -$126K 0.06% 263
2024
Q2 		$759K Buy
14,645
+764
+6% +$39.4K 0.06% 250
2024
Q1 		$674K Buy
+13,881
New +$622K 0.06% 261

Other funds holding UTES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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

StoneX Group's UTES Position: Q2 2026 in Review

StoneX Group increased its Virtus Reaves Utilities ETF (UTES) stake by 6.6% in Q2 2026, buying an estimated $59.3K and bringing the position to 11,758 shares worth $961K. The position accounts for 0.04% of the portfolio, ranked #364.

StoneX Group first reported a position in UTES in Q1 2024 and has held it in 10 quarters since. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • StoneX Group held 11,758 shares of Virtus Reaves Utilities ETF worth $961K as of Q2 2026.
  • StoneX Group bought 731 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $59.3K.
  • Virtus Reaves Utilities ETF made up 0.04% of StoneX Group's portfolio in Q2 2026, its #364 holding.
  • StoneX Group first reported a position in Virtus Reaves Utilities ETF in Q1 2024 and has held it in 10 quarters since.
  • 180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.