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WealthPLAN Partners’s Virtus Reaves Utilities ETF UTES Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-42
Closed -$1.91K – 1130
2023
Q2 		$1.91K Hold
42
– – ﹤0.01% 1084
2023
Q1 		$1.92K Buy
+42
New +$1.91K ﹤0.01% 1137

Other funds holding UTES

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

WealthPLAN Partners's UTES Position: Q3 2023 in Review

WealthPLAN Partners sold out of Virtus Reaves Utilities ETF (UTES) in Q3 2023, closing a stake of 42 shares — an estimated $1.91K sold.

WealthPLAN Partners first reported a position in UTES in Q1 2023 and held it in 2 quarters. The position peaked at $1.92K in Q1 2023. 22 funds tracked by Wall St. Rank hold UTES as of Q3 2023.

  • WealthPLAN Partners reported no remaining Virtus Reaves Utilities ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 42 Virtus Reaves Utilities ETF shares in Q3 2023, an estimated $1.91K.
  • WealthPLAN Partners first reported a position in Virtus Reaves Utilities ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Virtus Reaves Utilities ETF position peaked at $1.92K in Q1 2023.
  • 22 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.