Planning Strategies Inc.’s Virtus Reaves Utilities ETF UTES Stock Holding History

Planning Strategies Inc.’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	$1.05M	Buy	+12,881	New	+$1.05M	0.66%	27

Other funds holding UTES

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return

Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

Planning Strategies Inc.'s UTES Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Virtus Reaves Utilities ETF (UTES) in Q2 2026: 12,881 shares worth $1.05M. The stake represents 0.66% of the portfolio and ranks #27 among its holdings.

70 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Planning Strategies Inc. held 12,881 shares of Virtus Reaves Utilities ETF worth $1.05M as of Q2 2026.
Virtus Reaves Utilities ETF was a new Planning Strategies Inc. position in Q2 2026.
Virtus Reaves Utilities ETF made up 0.66% of Planning Strategies Inc.'s portfolio in Q2 2026, its #27 holding.
70 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.