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

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

Historical chart of Copia 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 Copia 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 Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.4k 69 78.96

More positions owned by Copia Wealth Management

Strive Enhanced Income Short Maturity Etf Etf (BUXX)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
Us Treasury 3 Month Bill Etf Etf (TBIL)
Spdr Gold Shares Etf (GLD)
Eldridge Aaa Clo Etf Etf (CLOX)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Vanguard Russell 2000 Etf Etf (VTWO)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Us Treasury 6 Month Bill Etf Etf (XBIL)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Simplify Health Care Etf Etf (PINK)
Ishares Msci Eafe Etf Etf (EFA)
Eldridge Bbb-b Clo Etf Etf (CLOZ)

View all positions for Copia Wealth Management

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