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Etfis Ser Tr I reaves utils etf shares owned by Sunbeam Capital Management

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

Historical chart of Sunbeam Capital Management 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 Sunbeam Capital 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 Sunbeam Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 21k 83.44
2025-06-30 $1.3M 17k 75.60
2025-03-31 $559k 8.7k 64.60
2024-12-31 $533k 8.4k 63.75

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Top funds holding Etfis Ser Tr I reaves utils etf

Jpmorgan Chase & Co
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Mainstay Capital Management
UBS Group
Stifel Financial
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Aprio Wealth Management
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Great Valley Advisor Group

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