UTES — ETFIS SER TR I

Ownership history in IAM Advisory, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which IAM Advisory, LLC reported a position in ETFIS SER TR I (UTES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2025 Q3)
Avg. % of fund
0.06%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,021 +8 +0.3% 0.06% $252K $83.02
2025 Q2 INITIATED 3,013 — — 0.05% $228K $75.02
% of Fund (quarterly)    UTES price (monthly, adj. close)

Other funds also holding UTES

As of 2025 Q4 — sorted by position size

Ted Buchan & Co 3.66% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 3.22% Riggs Asset Managment Co. Inc. 3Y 7Y 2.97% Kraft, Davis & Associates, LLC 3Y 2.37% Blue Water Asset Management 2.02% Atlas Wealth Partners, LLC 3Y 1.39% Larry Mathis Financial Planning, LLC 1.31% Royal Harbor Partners, LLC 3Y 1.21% Flaharty Asset Management, LLC 3Y 7Y 1.1% Comprehensive Wealth Management, LLC 1.07%
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