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B. Riley Wealth Advisors, Inc. → UTG
B. Riley Wealth Advisors, Inc. UTG Position History
Reaves Utility Income Fund
Quarters held
2
Latest value
$325K
Q3 2026
Peak value
$325K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $267K |
| Q3 2026 | $325K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $325K | 9.5K | — | — |
| Q2 2026 | $267K | 6.5K | — | — |