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 144 filers reported holding REAVES UTIL INCOME FD in Q3 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 Q3 2023
NameSharesValueWeighting ↓
Ahrens Investment Partners LLC 52,800$1,854,0000.82%
HBW ADVISORY SERVICES LLC 86,495$3,038,0000.70%
Merrion Investment Management Co, LLC 25,000$878,0000.64%
Future Financial Wealth Managment LLC 22,166$781,0000.62%
Paralel Advisors LLC 294,933$10,358,0000.60%
Magnus Financial Group LLC 74,448$2,615,0000.50%
All Season Financial Advisors, Inc. 19,618$689,0000.48%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 100,548$3,531,0000.46%
Focused Wealth Management, Inc 73,109$2,568,0000.40%
IBEX WEALTH ADVISORS 61,623$2,164,0000.38%
View complete list of REAVES UTIL INCOME FD shareholders