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Etfis Ser Tr I reaves utils etf shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment 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 Steward Partners Investment 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 33k 83.44
2025-06-30 $495k 6.5k 75.60
2025-03-31 $404k 6.2k 64.60
2024-12-31 $313k 4.9k 63.75

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Steward Partners Investment Advisory

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