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Etfis Ser Tr I reaves utils etf shares owned by Mount Yale Investment Advisors

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

Historical chart of Mount Yale Investment 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 Mount Yale Investment 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $16M 198k 79.90

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Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
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First Tr Exchange Traded Risng Divd Achiv (RDVY)
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Home Depot (HD)

View all positions for Mount Yale Investment Advisors

Top funds holding Etfis Ser Tr I reaves utils etf

LPL Financial
Bank of America Corporation
Advisor Group Holdings
UBS Group
Stifel Financial
Envestnet Asset Management
Aprio Wealth Management
Mount Yale Investment Advisors
Vestmark Advisory Solutions
Commonwealth Equity Services
Cetera Investment Advisers
Royal Bank of Canada
Cambridge Investment Research Advisors
Adamsbrown Wealth Consultants
Raymond James Financial

View all funds holding Etfis Ser Tr I reaves utils etf