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Summit Financial’s Virtus Reaves Utilities ETF UTES Stock Holding History

Summit Financial’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 		$869K Buy
10,636
+1,624
+18% +$132K 0.01% 886
2026
Q1 		$720K Buy
9,012
+700
+8% +$56.2K 0.01% 890
2025
Q4 		$656K Buy
8,312
+800
+11% +$66K 0.01% 803
2025
Q3 		$627K Buy
+7,512
New +$598K 0.01% 812

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

Summit Financial's UTES Position: Q2 2026 in Review

Summit Financial increased its Virtus Reaves Utilities ETF (UTES) stake by 18% in Q2 2026, buying an estimated $132K and bringing the position to 10,636 shares worth $869K. The position accounts for 0.01% of the portfolio, ranked #886.

Summit Financial first reported a position in UTES in Q3 2025 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Summit Financial held 10,636 shares of Virtus Reaves Utilities ETF worth $869K as of Q2 2026.
  • Summit Financial bought 1,624 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $132K.
  • Virtus Reaves Utilities ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #886 holding.
  • Summit Financial first reported a position in Virtus Reaves Utilities ETF in Q3 2025 and has held it in 4 quarters since.
  • 180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.