Prosperity Wealth Management »

Reaves Utility Income Fund shares owned by Prosperity Wealth Management

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

Historical chart of Prosperity Wealth Management investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Reaves Utility Income Fund held by Prosperity Wealth Management 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 Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 33k 32.81

More positions owned by Prosperity Wealth Management

Proshares Tr Pshs Ultra Qqq (QLD)
Proshares Tr Pshs Ult S&p 500 (SSO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Amazon (AMZN)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Procter & Gamble Company (PG)
Select Sector Spdr Tr Technology (XLK)

View all positions for Prosperity Wealth Management

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