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Etfis Ser Tr I reaves utils etf shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory 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 Principia Wealth Advisory 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 Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $108k 1.4k 75.62
2025-03-31 $102k 1.6k 63.36
2024-12-31 $109k 1.7k 63.75

More positions owned by Principia Wealth Advisory

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Trueshares Structured Outcome Etf (SEPZ)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Eyepoint Pharmaceuticals Stock (EYPT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Adverum Biotechnologies Stock (ADVM)
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)
Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

Top funds holding Etfis Ser Tr I reaves utils etf

Jpmorgan Chase & Co
LPL Financial
Cambridge Investment Research Advisors
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
Raymond James Financial

View all funds holding Etfis Ser Tr I reaves utils etf