Pensionmark Financial Group »

Reaves Utility Income Fund shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $263k 8.0k 32.81

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Church & Dwight (CHD)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Ishares Tr Sp Smcp600vl Etf (IJS)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Pensionmark Financial Group

Top funds holding Reaves Utility Income Fund

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

View all funds holding Reaves Utility Income Fund