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Etfis Ser Tr I reaves utils etf shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial 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 Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $399k 5.0k 79.90

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Apple (AAPL)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Health Care Select Sector Spdr State Street Hea (XLV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares U.s. Infrastructure Etf Us Infrastruc (IFRA)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
State Street Spdr S&p 500 Etf Tr Unit (SPY)
Technology Select Sector Spdr State Street Tec (XLK)
NVIDIA Corporation (NVDA)

View all positions for Wellspring Financial Advisors

Top funds holding Etfis Ser Tr I reaves utils etf

LPL Financial
Bank of America Corporation
Advisor Group Holdings
UBS Group
Stifel Financial
Envestnet Asset Management
Aprio Wealth Management
Mount Yale Investment Advisors
Vestmark Advisory Solutions
Commonwealth Equity Services
Cetera Investment Advisers
Royal Bank of Canada
Raymond James Financial
Adamsbrown Wealth Consultants
Cambridge Investment Research Advisors

View all funds holding Etfis Ser Tr I reaves utils etf