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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
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

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

Ted Buchan & Co's UTES Position: Q1 2026 in Review

Ted Buchan & Co increased its Virtus Reaves Utilities ETF (UTES) stake by 6% in Q1 2026, buying an estimated $612K and bringing the position to 133,955 shares worth $10.7M. The position accounts for 3.89% of the portfolio, ranked #7.

Ted Buchan & Co 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.

  • Ted Buchan & Co held 133,955 shares of Virtus Reaves Utilities ETF worth $10.7M as of Q1 2026.
  • Ted Buchan & Co bought 7,620 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $612K.
  • Virtus Reaves Utilities ETF made up 3.89% of Ted Buchan & Co's portfolio in Q1 2026, its #7 holding.
  • Ted Buchan & Co 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 Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.