Thoroughbred Financial Services’s Virtus Reaves Utilities ETF UTES Stock Holding History

Thoroughbred Financial Services’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	$373K	Buy	4,671 +128	+3%	+$10.3K	0.02%	445
2025 Q4	$358K	Buy	4,543 +552	+14%	+$45.5K	0.02%	444
2025 Q3	$333K	Buy	3,991 +127	+3%	+$10.1K	0.02%	455
2025 Q2	$292K	Buy	3,864 +742	+24%	+$51.5K	0.02%	472
2025 Q1	$201K	Buy	+3,122	New	+$210K	0.01%	650
2023 Q4	–	Sell	-5,342	Closed	-$222K	–	625
2023 Q3	$222K	Buy	5,342 +790	+17%	+$35.6K	0.02%	519
2023 Q2	$206K	Buy	4,552 +5	+0.1%	+$229	0.03%	402
2023 Q1	$207K	Buy	4,547 +5	+0.1%	+$228	0.03%	388
2022 Q4	$212K	Buy	+4,542	New	+$206K	0.03%	360

Other funds holding UTES

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Thoroughbred Financial Services's UTES Position: Q1 2026 in Review

Thoroughbred Financial Services increased its Virtus Reaves Utilities ETF (UTES) stake by 2.8% in Q1 2026, buying an estimated $10.3K and bringing the position to 4,671 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #445.

Thoroughbred Financial Services first reported a position in UTES in Q4 2022 and has held it in 9 quarters since. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

Thoroughbred Financial Services held 4,671 shares of Virtus Reaves Utilities ETF worth $373K as of Q1 2026.
Thoroughbred Financial Services bought 128 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $10.3K.
Virtus Reaves Utilities ETF made up 0.02% of Thoroughbred Financial Services's portfolio in Q1 2026, its #445 holding.
Thoroughbred Financial Services first reported a position in Virtus Reaves Utilities ETF in Q4 2022 and has held it in 9 quarters since.
182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.