Vivaldi Capital Management’s Reaves Utility Income Fund UTG Stock Holding History

Vivaldi Capital 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
2025 Q3	$632K	Sell
2025 Q2	$881K	Hold
2025 Q1	$792K	Hold
2024 Q4	$815K	Buy