Belpointe Asset Management »

Etfis Ser Tr I reaves utils etf shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Etfis Ser Tr I reaves utils etf (UTES) shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management investment in Etfis Ser Tr I reaves utils etf

Tip: Access up to 7 years of quarterly data

All positions including Etfis Ser Tr I reaves utils etf held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Etfis Ser Tr I reaves utils etf by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $424k 8.7k 48.55
2023-06-30 $344k 7.6k 45.38
2023-03-31 $743k 16k 45.68
2022-12-31 $1.5M 32k 46.87
2022-09-30 $1.9M 43k 43.14
2022-06-30 $2.2M 48k 45.52
2022-03-31 $2.2M 45k 49.10

More positions owned by Belpointe Asset Management

Apple (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Badger Meter (BMI)
Collaborative Investmnt Ser Etf (RSEE)
Amazon (AMZN)
Berkshire Hathaway (BRK.B)
Spdr Ser Tr Etf (SPLG)
Belpointe Prep Etf (OZ)
Facebook Inc cl a (META)
Ishares Tr Etf (IVV)
Spdr Series Trust Spdr Bloomberg 1 3 Month T Bill Etf Etf (BIL)

View all positions for Belpointe Asset Management

Top funds holding Etfis Ser Tr I reaves utils etf

Royal Bank of Canada
Kraft, Davis & Associates
LPL Financial
Susquehanna International
Atria Wealth Solutions
Atlas Wealth Partners
Principal Securities
Intl Fcstone
Ingalls & Snyder
Belpointe Asset Management
Nbc Securities
Christopher Weil & Company
Mezzasalma Advisors
Advisory Services Network
Advisor Group Holdings

View all funds holding Etfis Ser Tr I reaves utils etf