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

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

Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 30k 83.44
2025-06-30 $2.1M 28k 75.60
2025-03-31 $1.8M 28k 64.60
2024-12-31 $1.6M 26k 63.75

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)
Broadcom Incorporated Common Stock (AVGO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Meta Platforms Incorporated Class A Common Stock (META)
Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood 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