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Etfis Ser Tr I reaves utils etf shares owned by Wise Wealth Partners

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

Historical chart of Wise Wealth Partners 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 Wise Wealth Partners 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 Wise Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $257k 3.3k 78.95
2025-09-30 $308k 3.7k 83.43
2025-06-30 $1.6M 21k 75.60

More positions owned by Wise Wealth Partners

Spdr Series Trust State Street Spd (SPYM)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Vanguard Index Fds Value Etf (VTV)
Fidelity Covington Trust Enhanced High Yi (FDHY)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Broadcom (AVGO)

View all positions for Wise Wealth Partners

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