IAM Advisory »

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

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

Historical chart of IAM Advisory 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 IAM Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Etfis Ser Tr I reaves utils etf by IAM Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $252k 3.0k 83.44
2025-06-30 $228k 3.0k 75.60

More positions owned by IAM Advisory

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Proshares Tr S&p 500 Dv Arist (NOBL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Capital Group Dividend Value Shs Creation Uni (CGDV)
American Centy Etf Tr Us Quality Grow (QGRO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Vaneck Etf Trust Semiconductr Etf (SMH)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Broadcom (AVGO)
Apple (AAPL)
Select Sector Spdr Tr Financial (XLF)

View all positions for IAM Advisory

Top funds holding Etfis Ser Tr I reaves utils etf

Jpmorgan Chase & Co
LPL Financial
Cambridge Investment Research Advisors
Mainstay Capital Management
UBS Group
Stifel Financial
Cetera Investment Advisers
Riggs Asset Managment
Royal Bank of Canada
Aprio Wealth Management
Adamsbrown Wealth Consultants
Kraft, Davis & Associates
Thrivent Financial for Lutherans
Ted Buchan & Co
Great Valley Advisor Group

View all funds holding Etfis Ser Tr I reaves utils etf