SOA Wealth Advisors, LLC. - REAVES UTIL INCOME FD ownership

REAVES UTIL INCOME FD's ticker is UTG and the CUSIP is 756158101. A total of 162 filers reported holding REAVES UTIL INCOME FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of REAVES UTIL INCOME FD
ValueSharesWeighting
Q3 2023$28,003
-10.1%
1,1360.0%0.01%0.0%
Q2 2023$31,150
-3.4%
1,1360.0%0.01%
-12.5%
Q1 2023$32,240
+0.4%
1,1360.0%0.01%
-11.1%
Q4 2022$32,116
+7.1%
1,136
+1.7%
0.01%0.0%
Q3 2022$30,000
-11.8%
1,117
+1.5%
0.01%
-10.0%
Q2 2022$34,000
-8.1%
1,100
+1.4%
0.01%
+11.1%
Q1 2022$37,0000.0%1,085
+1.4%
0.01%0.0%
Q4 2021$37,000
+8.8%
1,070
+1.3%
0.01%0.0%
Q3 2021$34,000
-2.9%
1,056
+1.3%
0.01%0.0%
Q2 2021$35,000
+2.9%
1,042
+1.3%
0.01%
-10.0%
Q1 2021$34,000
+3.0%
1,029
+0.5%
0.01%
+11.1%
Q4 2020$33,0001,0240.01%
Other shareholders
REAVES UTIL INCOME FD shareholders Q1 2023
NameSharesValueWeighting ↓
Claybrook Capital, LLC 66,212$1,632,1260.93%
HBW ADVISORY SERVICES LLC 165,115$4,0700.85%
Semus Wealth Partners LLC 33,733$831,5230.78%
Future Financial Wealth Managment LLC 17,200$423,9800.47%
Merrion Investment Management Co, LLC 20,000$493,0000.43%
Navis Wealth Advisors, LLC 10,000$246,5000.36%
Trek Financial, LLC 152,501$3,759,1500.34%
Magnus Financial Group LLC 87,041$2,145,5530.31%
Atlas Brown,Inc. 22,487$554,3120.25%
Tradition Wealth Management, LLC 74,126$1,8270.22%
View complete list of REAVES UTIL INCOME FD shareholders