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Prosperity Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Prosperity Wealth Management’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
-33,400
Closed -$1.1M – 248
2024
Q3 		$1.1M Buy
+33,400
New +$983K 0.44% 36

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAPTRUST Financial Advisors
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

Prosperity Wealth Management's UTG Position: Q4 2024 in Review

Prosperity Wealth Management sold out of Reaves Utility Income Fund (UTG) in Q4 2024, closing a stake of 33,400 shares — an estimated $1.1M sold.

Prosperity Wealth Management first reported a position in UTG in Q3 2024 and held it in 1 quarter. The position peaked at $1.1M in Q3 2024. 201 funds tracked by Wall St. Rank hold UTG as of Q4 2024.

  • Prosperity Wealth Management reported no remaining Reaves Utility Income Fund position as of Q4 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 33,400 Reaves Utility Income Fund shares in Q4 2024, an estimated $1.1M.
  • Prosperity Wealth Management first reported a position in Reaves Utility Income Fund in Q3 2024 and held it in 1 quarter.
  • Prosperity Wealth Management's Reaves Utility Income Fund position peaked at $1.1M in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2024.

Based on Prosperity Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.