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Reaves Utility Income Fund shares owned by Paragon Wealth Strategies

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

Historical chart of Paragon Wealth Strategies investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Reaves Utility Income Fund by Paragon Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $249k 9.3k 26.74
2023-09-30 $228k 9.3k 24.65
2022-12-31 $148k 5.2k 28.27
2022-09-30 $27k 990 27.27
2022-03-31 $258k 7.5k 34.61

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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