Allied Private Wealth »

Reaves Utility Income Fund shares owned by Allied Private Wealth

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

Historical chart of Allied Private 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 Allied Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Reaves Utility Income Fund by Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $654k 16k 39.79

More positions owned by Allied Private Wealth

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Avantis International Equity Etf Etf (AVDE)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
American Century Diversified Municipal Bond Etf Etf (TAXF)
Janus Henderson Small/mid Cap Growth Alpha Etf Etf (JSMD)
Ishares U.s. Technology Etf Etf (IYW)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Blackstone Stock (BX)
Alphabet Inc Cap Stk Cl C Stock (GOOG)

View all positions for Allied Private Wealth

Top funds holding Reaves Utility Income Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Commonwealth Equity Services
Captrust Financial Advisors
Raymond James Financial
Ameriprise Financial
Stifel Financial
UBS Group
Advisor Group Holdings
Magnus Financial Group
Gerald Baker Financial Group
Oak Family Advisors

View all funds holding Reaves Utility Income Fund