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Reaves Utility Income Fund shares owned by Wiley Bros.-aintree Capital

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Wiley Bros.-aintree Capital from 13F filings

Historical chart of Wiley Bros.-aintree Capital investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Reaves Utility Income Fund held by Wiley Bros.-aintree Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Reaves Utility Income Fund by Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $775k 20k 39.62
2025-06-30 $407k 11k 36.18

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Ishares Tr Core S&p500 Etf (IVV)
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Wiley Bros.-aintree Capital

Top funds holding Reaves Utility Income Fund

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

View all funds holding Reaves Utility Income Fund