Etfis Ser Tr I reaves utils etf shares owned by AE Wealth Management
Quarter-by-quarter ownership of Etfis Ser Tr I reaves utils etf (UTES) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Etfis Ser Tr I reaves utils etf
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Quarterly reported holdings in Etfis Ser Tr I reaves utils etf by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $148k | 1.9k | 78.95 |
| 2023-12-31 | $1.5M | 35k | 43.28 |
| 2022-03-31 | $239k | 4.9k | 49.06 |
| 2021-12-31 | $4.1M | 86k | 47.52 |
| 2021-09-30 | $3.5M | 83k | 41.74 |
| 2021-06-30 | $3.3M | 81k | 40.96 |
| 2021-03-31 | $3.2M | 77k | 41.46 |
| 2020-12-31 | $2.7M | 67k | 40.21 |
| 2020-09-30 | $2.4M | 65k | 37.76 |
| 2020-06-30 | $2.4M | 68k | 35.48 |
| 2020-03-31 | $2.6M | 73k | 35.07 |
| 2019-12-31 | $1.9M | 46k | 41.27 |
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