FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. UTES β€” ETFIS SER TR I

Ownership history in FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.  Β·  5 quarters on record

AI Ownership Summary

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. reported ETFIS SER TR I (UTES) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.19% in 2025 Q2. The latest visible filing shows UTES at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UTES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s position in ETFIS SER TR I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UTES was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. held UTES β€” position size vs. price
% of Fund (quarterly)    UTES price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 3,592 -21 -0.6% 0.16% $287K 2026-04-14 $82.98
2025 Q4 REDUCED β€” β€” β€” 3,613 -53 -1.4% 0.15% $285K 2026-01-28 $78.49
2025 Q3 REDUCED 15.6% -4.3% βœ… 3,666 -679 -15.6% 0.17% $306K 2025-10-16 $86.12
2025 Q2 ADDED β€” β€” β€” 4,345 +1,957 +82.0% 0.19% $328K 2025-07-23 $78.47
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. and UTES

These are the practical questions this page is built to answer before you even open the full history table.

How long has FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. reported owning UTES?

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. reported UTES across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported UTES position in FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for UTES was 0.19% in 2025 Q2.

What is the latest reported UTES position on this page?

The most recent filing on this page is 2026 Q1, when FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. reported 3,592 shares, equal to 0.16% of portfolio, with an estimated market value of $287K.

What does the chart on this UTES ownership page compare?

The chart compares FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s quarterly UTES portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. time their UTES position?

Based on 13F filing dates vs. subsequent UTES price moves, FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on UTES relative to SPY over the holding period was -5.8%.

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