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Wealthspire Advisors (New York)’s Virtus Reaves Utilities ETF UTES Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-6,492
Closed -$542K – 2807
2025
Q3 		$542K Buy
6,492
+3,518
+118% +$280K ﹤0.01% 513
2025
Q2 		$225K Buy
+2,974
New +$206K ﹤0.01% 749

Other funds holding UTES

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s UTES Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Virtus Reaves Utilities ETF (UTES) in Q4 2025, closing a stake of 6,492 shares — an estimated $542K sold.

Wealthspire Advisors (New York) first reported a position in UTES in Q2 2025 and held it in 2 quarters. The position peaked at $542K in Q3 2025. 169 funds tracked by Wall St. Rank hold UTES as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Virtus Reaves Utilities ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 6,492 Virtus Reaves Utilities ETF shares in Q4 2025, an estimated $542K.
  • Wealthspire Advisors (New York) first reported a position in Virtus Reaves Utilities ETF in Q2 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Virtus Reaves Utilities ETF position peaked at $542K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.