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Reaves Utility Income Fund shares owned by Matrix Private Capital Group

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

Historical chart of Matrix Private Capital Group investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Reaves Utility Income Fund held by Matrix Private Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Reaves Utility Income Fund by Matrix Private Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $661k 17k 39.62
2025-06-30 $418k 12k 36.18
2025-03-31 $395k 12k 32.54
2024-12-31 $271k 8.5k 31.88
2024-09-30 $246k 7.5k 32.81

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Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Eaton Vance Tax Managed Diversified Eq. (ETY)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Select Sector Spdr Tr Energy (XLE)
Global X Fds Glbl X Mlp Etf (MLPA)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Cohen & Steers Quality Income Realty (RQI)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Matrix Private Capital Group

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