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Etfis Ser Tr I reaves utils etf shares owned by Beaumont Financial Advisors

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

Historical chart of Beaumont Financial Advisors investment in Etfis Ser Tr I reaves utils etf

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All positions including Etfis Ser Tr I reaves utils etf held by Beaumont Financial Advisors 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 Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.6M 104k 63.96
2024-06-30 $5.3M 103k 51.84

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Top funds holding Etfis Ser Tr I reaves utils etf

Cambridge Investment Research Advisors
LPL Financial
Royal Bank of Canada
Kraft, Davis & Associates
Beaumont Financial Advisors
Riggs Asset Managment
Royal Harbor Partners
Synergy Financial Management
Clear Creek Financial Management
Citadel Advisors
Commonwealth Equity Services
Envestnet Asset Management
Fulcrum Equity Management
Belpointe Asset Management
International Assets Investment Management

View all funds holding Etfis Ser Tr I reaves utils etf