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Etfis Ser Tr I reaves utils etf shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etfis Ser Tr I reaves utils etf by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 32k 48.55
2023-09-30 $683k 16k 41.62
2023-06-30 $806k 18k 45.37
2023-03-31 $495k 11k 45.68
2022-12-31 $244k 5.2k 46.87

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for LPL Financial

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