Acorn Wealth Advisors »

Etfis Ser Tr I reaves utils etf shares owned by Acorn Wealth Advisors

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

Historical chart of Acorn Wealth Advisors 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 Acorn Wealth Advisors 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 Acorn Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $264k 3.3k 79.90

More positions owned by Acorn Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr State Street Tec (XLK)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
Capital Group International SHS (CGIC)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)

View all positions for Acorn Wealth Advisors

Top funds holding Etfis Ser Tr I reaves utils etf

LPL Financial
Bank of America Corporation
Advisor Group Holdings
UBS Group
Stifel Financial
Envestnet Asset Management
Aprio Wealth Management
Mount Yale Investment Advisors
Vestmark Advisory Solutions
Commonwealth Equity Services
Cetera Investment Advisers
Royal Bank of Canada
Cambridge Investment Research Advisors
Adamsbrown Wealth Consultants
Raymond James Financial

View all funds holding Etfis Ser Tr I reaves utils etf