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Ballew Advisors, Inc UTG Position History
Reaves Utility Income Fund
Quarters held
5
Latest value
$216K
Q3 2026
Peak value
$244K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $238K |
| Q4 2025 | $217K |
| Q1 2026 | $244K |
| Q2 2026 | $240K |
| Q3 2026 | $216K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $216K | 6.1K | — | — |
| Q2 2026 | $240K | 6.0K | — | — |
| Q1 2026 | $244K | 5.9K | — | — |
| Q4 2025 | $217K | 5.8K | — | — |
| Q3 2025 | $238K | 5.8K | — | — |