Wealth Enhancement Advisory Services
UTES icon

Wealth Enhancement Advisory Services’s Virtus Reaves Utilities ETF UTES Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-2,487
Closed -$203K – 4443
2026
Q2 		$203K Buy
+2,487
New +$202K ﹤0.01% 3575
2025
Q2 		– Sell
-6,116
Closed -$395K – 3494
2025
Q1 		$395K Buy
+6,116
New +$411K ﹤0.01% 2219

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UBS Group
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Commonwealth Equity Services
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Cambridge Investment Research Advisors
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KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Ted Buchan & Co
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Quadcap Wealth Management
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Blue Water Asset Management
Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Wealth Enhancement Advisory Services's UTES Position: Q3 2026 in Review

Wealth Enhancement Advisory Services sold out of Virtus Reaves Utilities ETF (UTES) in Q3 2026, closing a stake of 2,487 shares — an estimated $203K sold.

Wealth Enhancement Advisory Services first reported a position in UTES in Q1 2025 and held it in 2 quarters. The position peaked at $395K in Q1 2025. 105 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

  • Wealth Enhancement Advisory Services reported no remaining Virtus Reaves Utilities ETF position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 2,487 Virtus Reaves Utilities ETF shares in Q3 2026, an estimated $203K.
  • Wealth Enhancement Advisory Services first reported a position in Virtus Reaves Utilities ETF in Q1 2025 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Virtus Reaves Utilities ETF position peaked at $395K in Q1 2025.
  • 105 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.