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Aquire Wealth Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Aquire Wealth Advisors’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
2024
Q2 		– Sell
-46,915
Closed -$1.26M – 47
2024
Q1 		$1.26M Buy
+46,915
New +$1.24M 0.44% 23

Other funds holding UTG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aquire Wealth Advisors's UTG Position: Q2 2024 in Review

Aquire Wealth Advisors sold out of Reaves Utility Income Fund (UTG) in Q2 2024, closing a stake of 46,915 shares — an estimated $1.26M sold.

Aquire Wealth Advisors first reported a position in UTG in Q1 2024 and held it in 1 quarter. The position peaked at $1.26M in Q1 2024. 169 funds tracked by Wall St. Rank hold UTG as of Q2 2024.

  • Aquire Wealth Advisors reported no remaining Reaves Utility Income Fund position as of Q2 2024 after selling out during the quarter.
  • Aquire Wealth Advisors sold 46,915 Reaves Utility Income Fund shares in Q2 2024, an estimated $1.26M.
  • Aquire Wealth Advisors first reported a position in Reaves Utility Income Fund in Q1 2024 and held it in 1 quarter.
  • Aquire Wealth Advisors's Reaves Utility Income Fund position peaked at $1.26M in Q1 2024.
  • 169 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2024.

Based on Aquire Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.