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Etfis Ser Tr I reaves utils etf shares owned by Heffernan Advisory

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

Historical chart of Heffernan Advisory 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 Heffernan Advisory 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 Heffernan Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 20k 79.90

More positions owned by Heffernan Advisory

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Dimensional Inte (DFGX)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Cr Etf (DGCB)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ibonds Dec 28 (IBMQ)
Ishares Tr Ibonds Dec 27 (IBMP)
Ishares Tr Ibonds Dec 26 (IBMO)

View all positions for Heffernan Advisory

Top funds holding Etfis Ser Tr I reaves utils etf

LPL Financial
Advisor Group Holdings
UBS Group
Stifel Financial
Envestnet Asset Management
Aprio Wealth Management
Mount Yale Investment Advisors
Vestmark Advisory Solutions
Commonwealth Equity Services
Cetera Investment Advisers
Royal Bank of Canada
Cambridge Investment Research Advisors
Adamsbrown Wealth Consultants
Raymond James Financial
Ted Buchan & Co

View all funds holding Etfis Ser Tr I reaves utils etf