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 Q3	$464K	Sell	6,616 -1,075	-14%	-$82.2K	0.01%	770
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%	+$53.2K	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 $468B AUM 17.69% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Wealthcare Advisory Partners's UTES Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its Virtus Reaves Utilities ETF (UTES) stake by 14% in Q3 2026, selling an estimated $82.2K and leaving 6,616 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #770.

Wealthcare Advisory Partners first reported a position in UTES in Q1 2025 and has held it in 7 quarters since. The position peaked at $629K in Q2 2026. 105 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

Wealthcare Advisory Partners held 6,616 shares of Virtus Reaves Utilities ETF worth $464K as of Q3 2026.
Wealthcare Advisory Partners sold 1,075 Virtus Reaves Utilities ETF shares in Q3 2026, an estimated $82.2K.
Virtus Reaves Utilities ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #770 holding.
Wealthcare Advisory Partners first reported a position in Virtus Reaves Utilities ETF in Q1 2025 and has held it in 7 quarters since.
Wealthcare Advisory Partners's Virtus Reaves Utilities ETF position peaked at $629K in Q2 2026.
105 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.