Miracle Mile Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Miracle Mile 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 Q4	–	Sell	-8,500	Closed	-$279K	–	672
2024 Q3	$279K	Buy	8,500 +500	+6%	+$14.7K	0.01%	437
2024 Q2	$219K	Hold	8,000	–	–	0.01%	456
2024 Q1	$216K	Buy	8,000 +500	+7%	+$13.2K	0.01%	466
2023 Q4	$201K	Buy	+7,500	New	+$192K	0.01%	463

Other funds holding UTG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Miracle Mile Advisors's UTG Position: Q4 2024 in Review

Miracle Mile Advisors sold out of Reaves Utility Income Fund (UTG) in Q4 2024, closing a stake of 8,500 shares — an estimated $279K sold.

Miracle Mile Advisors first reported a position in UTG in Q4 2023 and held it in 4 quarters. The position peaked at $279K in Q3 2024. 201 funds tracked by Wall St. Rank hold UTG as of Q4 2024.

Miracle Mile Advisors reported no remaining Reaves Utility Income Fund position as of Q4 2024 after selling out during the quarter.
Miracle Mile Advisors sold 8,500 Reaves Utility Income Fund shares in Q4 2024, an estimated $279K.
Miracle Mile Advisors first reported a position in Reaves Utility Income Fund in Q4 2023 and held it in 4 quarters.
Miracle Mile Advisors's Reaves Utility Income Fund position peaked at $279K in Q3 2024.
201 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2024.

Based on Miracle Mile Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.