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Etfis Ser Tr I reaves utils etf shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management 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 Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.1M 111k 81.74

More positions owned by Modern Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust St Str P500etf (SPYM)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr U S Equity Factr (LRGF)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
Microsoft Corporation (MSFT)
Spdr Series Trust ST STR PR SP1500 (SPTM)

View all positions for Modern Wealth Management

Top funds holding Etfis Ser Tr I reaves utils etf

LPL Financial
Bank of America Corporation
Treasurer of the State of North Carolina
Advisor Group Holdings
UBS Group
Stifel Financial
Royal Bank of Canada
Envestnet Asset Management
Raymond James Financial
Aprio Wealth Management
Itau Unibanco Holding
Cetera Investment Advisers
Commonwealth Equity Services
Adamsbrown Wealth Consultants
Wells Fargo & Company

View all funds holding Etfis Ser Tr I reaves utils etf