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Comprehensive Wealth Management »

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

Tip: Access up to 7 years of quarterly data

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
2025-09-30	$1.7M	21k	83.44
2025-06-30	$1.3M	17k	75.60
2025-03-31	$1.1M	17k	64.60
2024-12-31	$895k	14k	63.75
2024-09-30	$853k	13k	63.96
2024-06-30	$728k	14k	51.84

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Spdr Series Trust Portfli Intrmdit (SPTI)

First Tr Exchange Traded Rba Indl Etf (AIRR)

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Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

Select Sector Spdr Tr Financial (XLF)

Ishares Tr Core Intl Aggr (IAGG)

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Flexshares Tr Cr Scored Long (LKOR)

Microsoft Corporation (MSFT)

Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Comprehensive Wealth Management

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