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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Summit Financial's UTES Position: Q1 2026 in Review

Summit Financial increased its Virtus Reaves Utilities ETF (UTES) stake by 8.4% in Q1 2026, buying an estimated $56.2K and bringing the position to 9,012 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #890.

Summit Financial first reported a position in UTES in Q3 2025 and has held it in 3 quarters since. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • Summit Financial held 9,012 shares of Virtus Reaves Utilities ETF worth $720K as of Q1 2026.
  • Summit Financial bought 700 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $56.2K.
  • Virtus Reaves Utilities ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #890 holding.
  • Summit Financial first reported a position in Virtus Reaves Utilities ETF in Q3 2025 and has held it in 3 quarters since.
  • 182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.