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Ted Buchan & Co’s Virtus Reaves Utilities ETF UTES Stock Holding History

Ted Buchan & Co’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 		$11.1M Buy
135,212
+1,257
+0.9% +$102K 3.62% 6
2026
Q1 		$10.7M Buy
133,955
+7,620
+6% +$612K 3.89% 7
2025
Q4 		$9.97M Buy
126,335
+9,187
+8% +$758K 3.66% 8
2025
Q3 		$9.77M Buy
+117,148
New +$9.32M 3.83% 8

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

Ted Buchan & Co's UTES Position: Q2 2026 in Review

Ted Buchan & Co increased its Virtus Reaves Utilities ETF (UTES) stake by 0.94% in Q2 2026, buying an estimated $102K and bringing the position to 135,212 shares worth $11.1M. The position accounts for 3.62% of the portfolio, ranked #6.

Ted Buchan & Co 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.

  • Ted Buchan & Co held 135,212 shares of Virtus Reaves Utilities ETF worth $11.1M as of Q2 2026.
  • Ted Buchan & Co bought 1,257 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $102K.
  • Virtus Reaves Utilities ETF made up 3.62% of Ted Buchan & Co's portfolio in Q2 2026, its #6 holding.
  • Ted Buchan & Co 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 Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.