Visionary Wealth Advisors’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
$420K Buy
11,620
+3,754
+48% +$136K 0.02% 392
2025
Q1
$256K Buy
7,866
+1,094
+16% +$35.6K 0.02% 479
2024
Q4
$215K Buy
+6,772
New +$215K 0.01% 501