CA
UTG icon

Cetera Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Cetera 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
Q1 		$858K Buy
+31,843
New +$840K 0.01% 1231
2023
Q4 		– Sell
-8,495
Closed -$209K – 1873
2023
Q3 		$209K Buy
+8,495
New +$228K ﹤0.01% 1519

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Advisors's UTG Position: Q1 2024 in Review

Cetera Advisors opened a new position in Reaves Utility Income Fund (UTG) in Q1 2024: 31,843 shares worth $858K. The stake represents 0.01% of the portfolio and ranks #1231 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in UTG as recently as Q3 2023.

Cetera Advisors first reported a position in UTG in Q3 2023 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold UTG as of Q1 2024.

  • Cetera Advisors held 31,843 shares of Reaves Utility Income Fund worth $858K as of Q1 2024.
  • Reaves Utility Income Fund was a new Cetera Advisors position in Q1 2024.
  • Reaves Utility Income Fund made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1231 holding.
  • Cetera Advisors first reported a position in Reaves Utility Income Fund in Q3 2023 and has held it in 2 quarters since.
  • 167 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.