JFS Wealth Advisors »

Etfis Ser Tr I reaves utils etf shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors 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 JFS Wealth Advisors 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $125k 1.5k 83.44
2025-06-30 $113k 1.5k 75.60
2025-03-31 $199k 3.1k 64.60
2024-12-31 $196k 3.1k 63.75
2024-09-30 $170k 2.7k 63.96

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)

View all positions for JFS Wealth Advisors

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