UTES — ETFIS SER TR I

Ownership history in Ted Buchan & Co  ·  2 quarters on record

This page tracks every 13F SEC filing in which Ted Buchan & Co 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
3.83% (2025 Q3)
Avg. % of fund
3.75%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 126,335 +9,187 +7.8% 3.66% $10.0M $78.64
2025 Q3 INITIATED 117,148 — — 3.83% $9.8M $82.70
% of Fund (quarterly)    UTES price (monthly, adj. close)

Other funds also holding UTES

As of 2025 Q4 — sorted by position size

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% Prosperity Financial Group, Inc. 1.0%
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