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Etfis Ser Tr I reaves utils etf shares owned by Transcendent Capital Group

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

Historical chart of Transcendent Capital Group 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 Transcendent Capital Group 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 Transcendent Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 22k 83.44

More positions owned by Transcendent Capital Group

Allianzim Buffer 15 Uncapped Allocation Etf Allianzim Buf 15 (SPBU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)
Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Capital Group Core Equity Etf Shs Creation Unit Shs Creation Uni (CGUS)
Vanguard Large-cap Etf Large Cap Etf (VV)
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)
Invesco S&p 500 Top 50 Etf S&p 500 Top 50 (XLG)

View all positions for Transcendent Capital Group

Top funds holding Etfis Ser Tr I reaves utils etf

Jpmorgan Chase & Co
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Cambridge Investment Research Advisors
Mainstay Capital Management
UBS Group
Stifel Financial
Cetera Investment Advisers
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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