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Etfis Ser Tr I reaves utils etf shares owned by WJ Wealth Management

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

Historical chart of WJ Wealth Management 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 WJ Wealth 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 WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.7M 72k 51.84

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View all positions for WJ Wealth Management

Top funds holding Etfis Ser Tr I reaves utils etf

Royal Bank of Canada
Kraft, Davis & Associates
Beaumont Financial Advisors
LPL Financial
WJ Wealth Management
Royal Harbor Partners
Clear Creek Financial Management
Fulcrum Equity Management
Belpointe Asset Management
Atria Wealth Solutions
Principal Securities
Intl Fcstone
Atlas Wealth Partners
Comprehensive Wealth Management
Ingalls & Snyder

View all funds holding Etfis Ser Tr I reaves utils etf