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Reaves Utility Income Fund shares owned by Balboa Wealth Partners

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

Historical chart of Balboa Wealth Partners investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Reaves Utility Income Fund by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $343k 11k 32.81

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Top funds holding Reaves Utility Income Fund

Bank of America Corporation
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Ameriprise Financial
Advisor Group Holdings
J.w. Cole Advisors
Commonwealth Equity Services
Oak Family Advisors
Guggenheim Capital, LLC Managers
Private Advisor
Stifel Financial
Captrust Financial Advisors
Sterling Investment Advisors
Magnus Financial Group

View all funds holding Reaves Utility Income Fund