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

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

Historical chart of Oregon Pacific 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 Oregon Pacific 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 Oregon Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $527k 6.6k 79.90

More positions owned by Oregon Pacific Wealth Management

Ea Series Trust Astoria Us Quali (GQQQ)
Spdr Index Shs Fds State Street Spd (SPDW)
Ea Series Trust Ea Astoria Dynmc (AGGA)
Ea Series Trust Astoria Us Equal (ROE)
Ishares Core Msci Emkt (IEMG)
Doubleline Etf Trust Mortgage Etf (DMBS)
Spdr Series Trust State Street Spd (SPYM)
Investment Managers Ser Tr I Astoria Real (PPI)
Pimco Etf Tr Multisector Bd (PYLD)
Tidal Trust Ii Return Stacked B (RSBA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)
Collaborative Investmnt Ser Rareview Totl Rt (RTRE)
Ssga Active Tr Sst Bridgewater (ALLW)

View all positions for Oregon Pacific Wealth Management

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