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Reaves Utility Income Fund shares owned by Post Resch Tallon Group

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

Historical chart of Post Resch Tallon 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 Post Resch Tallon 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 Post Resch Tallon Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $205k 5.0k 40.72
2025-09-30 $203k 5.1k 39.62

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Ishares Tr Russell 3000 Etf (IWV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadstone Net Lease (BNL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust St Str P400mid (SPMD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Exelixis (EXEL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ark Etf Tr Innovation Etf (ARKK)

View all positions for Post Resch Tallon Group

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