Wise Wealth Partners’s Virtus Reaves Utilities ETF UTES Stock Holding History

Wise Wealth 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	–	Sell	-3,265	Closed	-$261K	–	61
2026 Q1	$261K	Buy	3,265 +10	+0.3%	+$803	0.35%	50
2025 Q4	$257K	Sell	3,255 -437	-12%	-$36K	0.37%	48
2025 Q3	$308K	Sell	3,692 -17,112	-82%	-$1.36M	0.47%	46
2025 Q2	$1.57M	Buy	+20,804	New	+$1.44M	2.63%	8

Other funds holding UTES

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wise Wealth Partners's UTES Position: Q2 2026 in Review

Wise Wealth Partners sold out of Virtus Reaves Utilities ETF (UTES) in Q2 2026, closing a stake of 3,265 shares — an estimated $261K sold.

Wise Wealth Partners first reported a position in UTES in Q2 2025 and held it in 4 quarters. The position peaked at $1.57M in Q2 2025. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Wise Wealth Partners reported no remaining Virtus Reaves Utilities ETF position as of Q2 2026 after selling out during the quarter.
Wise Wealth Partners sold 3,265 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $261K.
Wise Wealth Partners first reported a position in Virtus Reaves Utilities ETF in Q2 2025 and held it in 4 quarters.
Wise Wealth Partners's Virtus Reaves Utilities ETF position peaked at $1.57M in Q2 2025.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Wise Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.