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

Avior 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
2025
Q1 		– Sell
-750
Closed -$23.8K – 2256
2024
Q4 		$23.8K Hold
750
– – ﹤0.01% 1374
2024
Q3 		$24.6K Hold
750
– – ﹤0.01% 1336
2024
Q2 		$20.5K Buy
750
+170
+29% +$4.63K ﹤0.01% 1343
2024
Q1 		$15.6K Hold
580
– – ﹤0.01% 1709
2023
Q4 		$15.5K Hold
580
– – ﹤0.01% 925
2023
Q3 		$14.3K Hold
580
– – ﹤0.01% 984
2023
Q2 		$15.9K Hold
580
– – ﹤0.01% 966
2023
Q1 		$16.5K Hold
580
– – ﹤0.01% 981
2022
Q4 		$16.4K Hold
580
– – ﹤0.01% 782
2022
Q3 		$15K Hold
580
– – ﹤0.01% 791
2022
Q2 		$17K Hold
580
– – ﹤0.01% 696
2022
Q1 		$20K Hold
580
– – ﹤0.01% 715
2021
Q4 		$20K Hold
580
– – ﹤0.01% 712
2021
Q3 		$19K Buy
+580
New +$20.4K ﹤0.01% 688

Other funds holding UTG

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $355M AUM 24.91% 1-Year Est. Return