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

Prevail Innovative 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
Q1 		– Sell
-24,267
Closed -$649K – 190
2023
Q4 		$649K Buy
24,267
+11,687
+93% +$299K 0.31% 88
2023
Q3 		$310K Buy
+12,580
New +$338K 0.16% 105

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

Prevail Innovative Wealth Advisors's UTG Position: Q1 2024 in Review

Prevail Innovative Wealth Advisors sold out of Reaves Utility Income Fund (UTG) in Q1 2024, closing a stake of 24,267 shares — an estimated $649K sold.

Prevail Innovative Wealth Advisors first reported a position in UTG in Q3 2023 and held it in 2 quarters. The position peaked at $649K in Q4 2023. 167 funds tracked by Wall St. Rank hold UTG as of Q1 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Reaves Utility Income Fund position as of Q1 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 24,267 Reaves Utility Income Fund shares in Q1 2024, an estimated $649K.
  • Prevail Innovative Wealth Advisors first reported a position in Reaves Utility Income Fund in Q3 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Reaves Utility Income Fund position peaked at $649K in Q4 2023.
  • 167 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2024, filed 10 May 2024.