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Reaves Utility Income Fund shares owned by Bogart Wealth

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Reaves Utility Income Fund held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Reaves Utility Income Fund by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $59k 2.2k 26.74

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total International Stock Etf Etf (VXUS)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Jpmorgan International Research Enhanced Equity Etf Jpmorgan International Etf (JIRE)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)

View all positions for Bogart Wealth

Top funds holding Reaves Utility Income Fund

Bank of America Corporation
Wells Fargo & Company
Royal Bank of Canada
Advisor Group Holdings
Raymond James & Associates
J.w. Cole Advisors
Commonwealth Equity Services
Private Advisor
Guggenheim Capital, LLC Managers
HBW Advisory Services
Stifel Financial
Sterling Investment Advisors
UBS Group
JBR Co Financial Management
Lido Advisors

View all funds holding Reaves Utility Income Fund