Trust Company
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Trust Company’s Virtus Reaves Utilities ETF UTES Stock Holding History

Trust Company’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 		$922 Hold
13
– – ﹤0.01% 625
2026
Q2 		$1.07K Hold
13
– – ﹤0.01% 599
2026
Q1 		$1.05K Sell
13
-159
-92% -$12.8K ﹤0.01% 569
2025
Q4 		$13.6K Buy
+172
New +$14.2K ﹤0.01% 407

Other funds holding UTES

Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 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
BostonPremier Wealth
BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return
Royal Harbor Partners
Royal Harbor Partners Houston, Texas $327M AUM 8.21% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Family Legacy Inc
Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Trust Company's UTES Position: Q3 2026 in Review

Trust Company held its Virtus Reaves Utilities ETF (UTES) position steady in Q3 2026 at 13 shares worth $922. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Trust Company first reported a position in UTES in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.6K in Q4 2025. 55 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

  • Trust Company held 13 shares of Virtus Reaves Utilities ETF worth $922 as of Q3 2026.
  • Trust Company left its Virtus Reaves Utilities ETF share count unchanged in Q3 2026.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #625 holding.
  • Trust Company first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and has held it in 4 quarters since.
  • Trust Company's Virtus Reaves Utilities ETF position peaked at $13.6K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.