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

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

Historical chart of Opal 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 Opal 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 Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $311k 3.7k 83.44
2025-06-30 $291k 3.8k 75.60
2025-03-31 $236k 3.7k 64.60
2024-12-31 $236k 3.7k 63.75
2024-09-30 $285k 4.5k 63.96
2024-06-30 $209k 4.0k 51.84

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View all positions for Opal 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