Accel Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Accel Wealth Management’s Portfolio UTG Stock Details UTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-825	Closed	-$23.4K	–	833
2023 Q1	$23.4K	Hold	825	–	–	0.01%	660
2022 Q4	$23.3K	Hold	825	–	–	0.01%	510
2022 Q3	$23K	Hold	825	–	–	0.01%	526
2022 Q2	$26K	Hold	825	–	–	0.01%	477
2022 Q1	$29K	Hold	825	–	–	0.02%	478
2021 Q4	$29K	Hold	825	–	–	0.01%	500
2021 Q3	$27K	Hold	825	–	–	0.02%	444
2021 Q2	$28K	Hold	825	–	–	0.02%	453
2021 Q1	$28K	Hold	825	–	–	0.02%	426
2020 Q4	$27K	Buy	+825	New	+$27K	0.03%	423

Other funds holding UTG

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return