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IFP Advisors, Inc UTG Position History
Reaves Utility Income Fund • Utilities
Quarters held
6
Latest value
$85K
Q3 2026
Peak value
$129K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $92K |
| Q3 2025 | $92K |
| Q4 2025 | $85K |
| Q1 2026 | $92K |
| Q2 2026 | $129K |
| Q3 2026 | $85K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $85K | 2.5K | — | — |
| Q2 2026 | $129K | 3.2K | — | — |
| Q1 2026 | $92K | 2.3K | — | — |
| Q4 2025 | $85K | 2.3K | — | — |
| Q3 2025 | $92K | 2.3K | — | — |
| Q3 2025 | $92K | 2.3K | — | — |