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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 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

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

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SCM

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 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. 42 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.
42 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.