Thrivent Financial for Lutherans
UTES icon

Thrivent Financial for Lutherans’s Virtus Reaves Utilities ETF UTES Stock Holding History

Thrivent Financial for Lutherans’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 		$8.66M Sell
108,424
-7,631
-7% -$613K 0.02% 693
2025
Q4 		$9.22M Sell
116,055
-10,644
-8% -$878K 0.02% 696
2025
Q3 		$10.6M Buy
126,699
+116,290
+1,117% +$9.25M 0.02% 591
2025
Q2 		$787K Buy
+10,409
New +$723K ﹤0.01% 1928

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

Thrivent Financial for Lutherans's UTES Position: Q1 2026 in Review

Thrivent Financial for Lutherans reduced its Virtus Reaves Utilities ETF (UTES) stake by 6.6% in Q1 2026, selling an estimated $613K and leaving 108,424 shares worth $8.66M. The position accounts for 0.02% of the portfolio, ranked #693.

Thrivent Financial for Lutherans first reported a position in UTES in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.6M in Q3 2025. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • Thrivent Financial for Lutherans held 108,424 shares of Virtus Reaves Utilities ETF worth $8.66M as of Q1 2026.
  • Thrivent Financial for Lutherans sold 7,631 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $613K.
  • Virtus Reaves Utilities ETF made up 0.02% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #693 holding.
  • Thrivent Financial for Lutherans first reported a position in Virtus Reaves Utilities ETF in Q2 2025 and has held it in 4 quarters since.
  • Thrivent Financial for Lutherans's Virtus Reaves Utilities ETF position peaked at $10.6M in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.