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United Financial Planning Group’s Virtus Reaves Utilities ETF UTES Stock Holding History

United Financial Planning Group’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
Q1 		– Sell
-69
Closed -$5.45K – 630
2025
Q4 		$5.45K Buy
+69
New +$5.69K ﹤0.01% 261

Other funds holding UTES

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

United Financial Planning Group's UTES Position: Q1 2026 in Review

United Financial Planning Group sold out of Virtus Reaves Utilities ETF (UTES) in Q1 2026, closing a stake of 69 shares — an estimated $5.45K sold.

United Financial Planning Group first reported a position in UTES in Q4 2025 and held it in 1 quarter. The position peaked at $5.45K in Q4 2025. 184 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • United Financial Planning Group reported no remaining Virtus Reaves Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 69 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $5.45K.
  • United Financial Planning Group first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Virtus Reaves Utilities ETF position peaked at $5.45K in Q4 2025.
  • 184 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.