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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → UTG
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC UTG Position History
Reaves Utility Income Fund
Quarters held
5
Latest value
$1.7M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q4 2025 | $2.5M |
| Q1 2026 | $1.8M |
| Q2 2026 | $1.9M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 48.0K | — | — |
| Q2 2026 | $1.9M | 47.7K | — | — |
| Q1 2026 | $1.8M | 44.6K | — | — |
| Q4 2025 | $2.5M | 66.3K | — | — |
| Q3 2025 | $2.5M | 61.1K | — | — |