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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SCM
Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

Trust Company's UTES Position: Q2 2026 in Review

Trust Company held its Virtus Reaves Utilities ETF (UTES) position steady in Q2 2026 at 13 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Trust Company first reported a position in UTES in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.6K in Q4 2025. 41 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Trust Company held 13 shares of Virtus Reaves Utilities ETF worth $1.07K as of Q2 2026.
  • Trust Company left its Virtus Reaves Utilities ETF share count unchanged in Q2 2026.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #599 holding.
  • Trust Company first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • Trust Company's Virtus Reaves Utilities ETF position peaked at $13.6K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.