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Etfis Ser Tr I reaves utils etf shares owned by Berger Financial Group

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

Historical chart of Berger Financial Group 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 Berger Financial Group 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 Berger Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $402k 5.1k 78.94

More positions owned by Berger Financial Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Pimco Etf Tr Multisector Bd (PYLD)
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NVIDIA Corporation (NVDA)
First Tr Exchange-traded Ny Arca Biotech (FBT)
C H Robinson Worldwide Com New (CHRW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Berger Financial Group

Top funds holding Etfis Ser Tr I reaves utils etf

Jpmorgan Chase & Co
LPL Financial
UBS Group
Advisor Group Holdings
Cambridge Investment Research Advisors
Stifel Financial
Cetera Investment Advisers
Aprio Wealth Management
Envestnet Asset Management
Riggs Asset Managment
Royal Bank of Canada
Great Valley Advisor Group
Commonwealth Equity Services
Raymond James Financial
Adamsbrown Wealth Consultants

View all funds holding Etfis Ser Tr I reaves utils etf