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Reaves Utility Income Fund shares owned by Bruce G. Allen Investments

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Bruce G. Allen Investments from 13F filings

Historical chart of Bruce G. Allen Investments investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Reaves Utility Income Fund held by Bruce G. Allen Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Reaves Utility Income Fund by Bruce G. Allen Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $53k 1.9k 26.97
2023-12-31 $51k 1.9k 26.74

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Ishares Msci Eafe Value Etf Etf (EFV)
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Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Mid-cap Value Etf Etf (VOE)
Sprott Physical Gold Tr Unit Cef (PHYS)
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Vanguard Russell 1000 Value Etf Etf (VONV)
Apple Stock (AAPL)
Pimco Rafi Esg U.s. Etf Etf (RAFE)
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Vanguard Ftse Emerging Markets Etf Etf (VWO)
Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Bruce G. Allen Investments

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