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Etfis Ser Tr I reaves utils etf shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.9M 154k 63.96
2024-06-30 $4.5M 87k 51.84
2024-03-31 $1.5M 32k 48.55
2023-09-30 $683k 16k 41.62
2023-06-30 $806k 18k 45.37
2023-03-31 $495k 11k 45.68
2022-12-31 $244k 5.2k 46.87

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Etfis Ser Tr I reaves utils etf

Cambridge Investment Research Advisors
LPL Financial
Royal Bank of Canada
Kraft, Davis & Associates
Beaumont Financial Advisors
Riggs Asset Managment
Royal Harbor Partners
Synergy Financial Management
Clear Creek Financial Management
Citadel Advisors
Commonwealth Equity Services
Envestnet Asset Management
Fulcrum Equity Management
Belpointe Asset Management
International Assets Investment Management

View all funds holding Etfis Ser Tr I reaves utils etf