Ballew Advisors »

Reaves Utility Income Fund shares owned by Ballew Advisors

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

Historical chart of Ballew Advisors investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Reaves Utility Income Fund held by Ballew Advisors 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 Ballew Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $238k 5.8k 41.38
2025-06-30 $204k 5.7k 35.96

More positions owned by Ballew Advisors

Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Core S&p Scp Etf (IJR)
Global X Fds Global X Silver (SIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Arthur J. Gallagher & Co. (AJG)
Ishares Tr Rus Md Cp Gr Etf (IWP)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amplify Etf Tr Amplify Junior S (SILJ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Ballew Advisors

Top funds holding Reaves Utility Income Fund

Morgan Stanley
Cornerstone Advisors
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Commonwealth Equity Services
Ameriprise Financial
J.w. Cole Advisors
Captrust Financial Advisors
Raymond James Financial
Stifel Financial
Advisor Group Holdings
Magnus Financial Group
Oak Family Advisors
UBS Group

View all funds holding Reaves Utility Income Fund