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Etfis Ser Tr I reaves utils etf shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors 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 TrueWealth Advisors 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $621k 7.4k 83.44
2025-06-30 $558k 7.4k 75.60
2025-03-31 $451k 7.0k 64.60
2024-12-31 $343k 5.4k 63.75

More positions owned by TrueWealth Advisors

Tidal Trust I Fundstrat Granny (GRNY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Ishares Tr Intl Div Grwth (IGRO)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ea Series Trust Freedom 100 Em (FRDM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Servisfirst Bancshares (SFBS)

View all positions for TrueWealth Advisors

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