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Wellspring Financial Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Wellspring Financial Advisors’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 		– Sell
-4,990
Closed -$399K – 309
2026
Q1 		$399K Buy
+4,990
New +$401K 0.03% 181

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
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

Wellspring Financial Advisors's UTES Position: Q2 2026 in Review

Wellspring Financial Advisors sold out of Virtus Reaves Utilities ETF (UTES) in Q2 2026, closing a stake of 4,990 shares — an estimated $399K sold.

Wellspring Financial Advisors first reported a position in UTES in Q1 2026 and held it in 1 quarter. The position peaked at $399K in Q1 2026. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Wellspring Financial Advisors reported no remaining Virtus Reaves Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 4,990 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $399K.
  • Wellspring Financial Advisors first reported a position in Virtus Reaves Utilities ETF in Q1 2026 and held it in 1 quarter.
  • Wellspring Financial Advisors's Virtus Reaves Utilities ETF position peaked at $399K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.