Kestra Private Wealth Services’s Reaves Utility Income Fund UTG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,301	Closed	-$238K	–	1679
2025 Q1	$238K	Buy	7,301 +151	+2%	+$4.91K	﹤0.01%	1301
2024 Q4	$227K	Buy	7,150 +764	+12%	+$24.2K	﹤0.01%	1262
2024 Q3	$210K	Buy	+6,386	New	+$210K	﹤0.01%	1246