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Reaves Utility Income Fund shares owned by Ronald Blue Trust

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Ronald Blue Trust from 13F filings

Historical chart of Ronald Blue Trust investment in Reaves Utility Income Fund

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All positions including Reaves Utility Income Fund held by Ronald Blue Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Reaves Utility Income Fund by Ronald Blue Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $37k 1.4k 27.32
2024-06-30 $36k 1.3k 26.95
2024-03-31 $36k 1.3k 26.95

More positions owned by Ronald Blue Trust

Etf Ser Solutions Vident Us Equity (VUSE)
Ishares Tr Core Msci Pac (IPAC)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Etf Ser Solutions Vident Us Bond (VBND)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Etf Ser Solutions Vident Internati (VIDI)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Ronald Blue Trust

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