Transamerica Financial Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Transamerica Financial Advisors’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	$1.19M	Sell	14,521 -2,509	-15%	-$204K	0.1%	194
2026 Q1	$1.36M	Sell	17,030 -1,604	-9%	-$129K	0.12%	168
2025 Q4	$1.47M	Buy	+18,634	New	+$1.54M	0.12%	154

Other funds holding UTES

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Transamerica Financial Advisors's UTES Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Virtus Reaves Utilities ETF (UTES) stake by 15% in Q2 2026, selling an estimated $204K and leaving 14,521 shares worth $1.19M. The position accounts for 0.1% of the portfolio, ranked #194.

Transamerica Financial Advisors first reported a position in UTES in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.47M in Q4 2025. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Transamerica Financial Advisors held 14,521 shares of Virtus Reaves Utilities ETF worth $1.19M as of Q2 2026.
Transamerica Financial Advisors sold 2,509 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $204K.
Virtus Reaves Utilities ETF made up 0.1% of Transamerica Financial Advisors's portfolio in Q2 2026, its #194 holding.
Transamerica Financial Advisors first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and has held it in 3 quarters since.
Transamerica Financial Advisors's Virtus Reaves Utilities ETF position peaked at $1.47M in Q4 2025.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.