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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

UTG holding history

Reaves Utility Income Fund in every 13F filed by Avion Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UTG overviewAll 13F holders of UTGFull Q2 2026 holdings

Shares (Q2 2026)
250
Value
$10.0K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2024
Holdings of UTG by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026250$10.0K<0.1%+250NewHolders
Q2 20240$00.0%0Sold outHolders
Q1 20240$1.00K<0.1%0NewHolders