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WJ Wealth Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

WJ Wealth Management’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
2024
Q3 		– Sell
-72,158
Closed -$3.74M – 84
2024
Q2 		$3.74M Buy
+72,158
New +$3.72M 1.36% 21

Other funds holding UTES

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WJ Wealth Management's UTES Position: Q3 2024 in Review

WJ Wealth Management sold out of Virtus Reaves Utilities ETF (UTES) in Q3 2024, closing a stake of 72,158 shares — an estimated $3.74M sold.

WJ Wealth Management first reported a position in UTES in Q2 2024 and held it in 1 quarter. The position peaked at $3.74M in Q2 2024. 49 funds tracked by Wall St. Rank hold UTES as of Q3 2024.

  • WJ Wealth Management reported no remaining Virtus Reaves Utilities ETF position as of Q3 2024 after selling out during the quarter.
  • WJ Wealth Management sold 72,158 Virtus Reaves Utilities ETF shares in Q3 2024, an estimated $3.74M.
  • WJ Wealth Management first reported a position in Virtus Reaves Utilities ETF in Q2 2024 and held it in 1 quarter.
  • WJ Wealth Management's Virtus Reaves Utilities ETF position peaked at $3.74M in Q2 2024.
  • 49 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2024.

Based on WJ Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.