Wealthcare Advisory Partners’s Virtus Reaves Utilities ETF UTES Stock Holding History

Wealthcare Advisory Partners’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	$629K	Buy	7,691 +215	+3%	+$17.4K	0.01%	645
2026 Q1	$597K	Sell	7,476 -30	-0.4%	-$2.41K	0.01%	648
2025 Q4	$593K	Buy	7,506 +999	+15%	+$82.4K	0.01%	640
2025 Q3	$543K	Buy	6,507 +668	+11%	+$53.1K	0.01%	655
2025 Q2	$441K	Buy	5,839 +952	+19%	+$66.1K	0.01%	678
2025 Q1	$316K	Buy	+4,887	New	+$328K	0.01%	726

Other funds holding UTES

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealthcare Advisory Partners's UTES Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Virtus Reaves Utilities ETF (UTES) stake by 2.9% in Q2 2026, buying an estimated $17.4K and bringing the position to 7,691 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #645.

Wealthcare Advisory Partners first reported a position in UTES in Q1 2025 and has held it in 6 quarters since. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Wealthcare Advisory Partners held 7,691 shares of Virtus Reaves Utilities ETF worth $629K as of Q2 2026.
Wealthcare Advisory Partners bought 215 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $17.4K.
Virtus Reaves Utilities ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #645 holding.
Wealthcare Advisory Partners first reported a position in Virtus Reaves Utilities ETF in Q1 2025 and has held it in 6 quarters since.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.