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
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

Other funds holding UTES

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 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
BW
BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 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

Wealth Enhancement Advisory Services's UTES Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Virtus Reaves Utilities ETF (UTES) in Q2 2026: 2,487 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #3575 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in UTES as recently as Q1 2025.

Wealth Enhancement Advisory Services first reported a position in UTES in Q1 2025 and has held it in 2 quarters since. The position peaked at $395K in Q1 2025. 50 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,487 shares of Virtus Reaves Utilities ETF worth $203K as of Q2 2026.
  • Virtus Reaves Utilities ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3575 holding.
  • Wealth Enhancement Advisory Services first reported a position in Virtus Reaves Utilities ETF in Q1 2025 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's Virtus Reaves Utilities ETF position peaked at $395K in Q1 2025.
  • 50 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.