Triumph Capital Management
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Triumph Capital Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Triumph Capital Management’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
Q3 		$7.02K Hold
100
– – ﹤0.01% 1303
2026
Q2 		$8.17K Hold
100
– – ﹤0.01% 1205
2026
Q1 		$7.99K Hold
100
– – ﹤0.01% 1176
2025
Q4 		$7.9K Buy
+100
New +$8.25K ﹤0.01% 1151

Other funds holding UTES

Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Ted Buchan & Co
Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return
Quadcap Wealth Management
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return
Blue Water Asset Management
Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return
BostonPremier Wealth
BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Triumph Capital Management's UTES Position: Q3 2026 in Review

Triumph Capital Management held its Virtus Reaves Utilities ETF (UTES) position steady in Q3 2026 at 100 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Triumph Capital Management first reported a position in UTES in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.17K in Q2 2026. 87 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

  • Triumph Capital Management held 100 shares of Virtus Reaves Utilities ETF worth $7.02K as of Q3 2026.
  • Triumph Capital Management left its Virtus Reaves Utilities ETF share count unchanged in Q3 2026.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1303 holding.
  • Triumph Capital Management first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Virtus Reaves Utilities ETF position peaked at $8.17K in Q2 2026.
  • 87 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.