Prospera Financial 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	$705K	Buy	19,496 +1,795	+10%	+$64.9K	0.01%	780
2025 Q1	$576K	Buy	17,701 +4,512	+34%	+$147K	0.01%	724
2024 Q4	$418K	Buy	13,189 +2,286	+21%	+$72.5K	0.01%	807
2024 Q3	$358K	Buy	10,903 +870	+9%	+$28.5K	0.01%	854
2024 Q2	$274K	Buy	+10,033	New	+$274K	0.01%	953