TrueWealth Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

TrueWealth 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 Q3	$617K	Buy	8,792 +812	+10%	+$62.1K	0.14%	132
2026 Q2	$652K	Buy	7,980 +207	+3%	+$16.8K	0.15%	125
2026 Q1	$621K	Buy	7,773 +366	+5%	+$29.4K	0.16%	121
2025 Q4	$585K	Sell	7,407 -40	-0.5%	-$3.3K	0.15%	119
2025 Q3	$621K	Buy	7,447 +63	+0.9%	+$5.01K	0.17%	118
2025 Q2	$558K	Buy	7,384 +408	+6%	+$28.3K	0.17%	115
2025 Q1	$451K	Buy	6,976 +1,594	+30%	+$107K	0.15%	120
2024 Q4	$343K	Buy	+5,382	New	+$352K	0.11%	155

Other funds holding UTES

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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 San Diego, California $303M AUM 15.07% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return

TrueWealth Advisors's UTES Position: Q3 2026 in Review

TrueWealth Advisors increased its Virtus Reaves Utilities ETF (UTES) stake by 10% in Q3 2026, buying an estimated $62.1K and bringing the position to 8,792 shares worth $617K. The position accounts for 0.14% of the portfolio, ranked #132.

TrueWealth Advisors first reported a position in UTES in Q4 2024 and has held it in 8 quarters since. The position peaked at $652K in Q2 2026. 100 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

TrueWealth Advisors held 8,792 shares of Virtus Reaves Utilities ETF worth $617K as of Q3 2026.
TrueWealth Advisors bought 812 Virtus Reaves Utilities ETF shares in Q3 2026, an estimated $62.1K.
Virtus Reaves Utilities ETF made up 0.14% of TrueWealth Advisors's portfolio in Q3 2026, its #132 holding.
TrueWealth Advisors first reported a position in Virtus Reaves Utilities ETF in Q4 2024 and has held it in 8 quarters since.
TrueWealth Advisors's Virtus Reaves Utilities ETF position peaked at $652K in Q2 2026.
100 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.