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Etfis Ser Tr I reaves utils etf shares owned by Comprehensive Wealth Management

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

Historical chart of Comprehensive Wealth Management 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 Comprehensive Wealth Management 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 Comprehensive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $728k 14k 51.84

More positions owned by Comprehensive Wealth Management

First Tr Exchange-traded No Amer Energy (EMLP)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Vaneck Etf Trust Preferred Securt (PFXF)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core Intl Aggr (IAGG)
Microsoft Corporation (MSFT)
Wisdomtree Tr Futre Strat Fd (WTMF)
Ishares Tr Msci Eafe Smcp (HSCZ)
Proshares Tr Hd Replication (HDG)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vaneck Etf Trust Retail Etf (RTH)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
Ishares Msci Gbl Gold Mn (RING)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Comprehensive Wealth Management

Top funds holding Etfis Ser Tr I reaves utils etf

Royal Bank of Canada
Kraft, Davis & Associates
Beaumont Financial Advisors
LPL Financial
WJ Wealth Management
Royal Harbor Partners
Clear Creek Financial Management
Fulcrum Equity Management
Belpointe Asset Management
Atria Wealth Solutions
Principal Securities
Intl Fcstone
Atlas Wealth Partners
Comprehensive Wealth Management
Ingalls & Snyder

View all funds holding Etfis Ser Tr I reaves utils etf