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Reaves Utility Income Fund shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Reaves Utility Income Fund by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $297k 8.1k 36.58

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Top funds holding Reaves Utility Income Fund

LPL Financial
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Ameriprise Financial
J.w. Cole Advisors
Captrust Financial Advisors
Raymond James Financial
Cornerstone Advisors
Stifel Financial
Advisor Group Holdings
Magnus Financial Group
Oak Family Advisors
UBS Group
Sterling Investment Advisors

View all funds holding Reaves Utility Income Fund