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Etfis Ser Tr I reaves utils etf shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $656k 8.3k 78.95
2025-09-30 $627k 7.5k 83.44

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View all positions for Summit Financial

Top funds holding Etfis Ser Tr I reaves utils etf

Jpmorgan Chase & Co
LPL Financial
UBS Group
Advisor Group Holdings
Cambridge Investment Research Advisors
Stifel Financial
Cetera Investment Advisers
Aprio Wealth Management
Envestnet Asset Management
Riggs Asset Managment
Royal Bank of Canada
Great Valley Advisor Group
Commonwealth Equity Services
Raymond James Financial
Adamsbrown Wealth Consultants

View all funds holding Etfis Ser Tr I reaves utils etf