B. Riley Wealth Advisors, Inc.

Position in UTG — Reaves Utility Income Fund

CIK 1464811 MEMPHIS, TN

Position in UTG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$265,983

+$44,309 QoQ

Shares Held

6,532

-19.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#166

of 263 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. UTG ranks #37 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STEW	SRH Total Return Fund, Inc.	405,048	$7,250,359
2	BX	Blackstone Inc.	55,522	$6,533,273
3	BPRE	Bluerock Private Real Estate Fund	454,953	$5,918,938
4	AB	Alliancebernstein Holding L.P.	75,577	$2,661,821
5	GLAD	Gladstone Capital Corp	135,581	$2,632,983
6	RA	Brookfield Real Assets Income Fund Inc.	133,545	$1,720,059
7	CSWC	Capital Southwest Corp	69,775	$1,658,551
8	MAIN	Main Street Capital CORP	26,913	$1,396,246

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,983	6,532	-19.5%	Shares	Sole	2026-07-14
2024-06-30	$221,674	8,114	+2.0%	Shares	Sole	2024-08-19
2023-12-31	$212,770	7,957	-45.2%	Shares	Sole	2024-03-15
2022-06-30	$450,275	14,525	+5.1%	Shares	Other	2022-08-12
2022-03-31	$477,861	13,823	+7.4%	Shares	Other	2022-05-02
2021-12-31	$451,853	12,866	+8.2%	Shares	Other	2022-01-28
2021-09-30	$389,799	11,895	+56.6%	Shares	Other	2021-11-16
2021-06-30	$260,653	7,597	+0.8%	Shares	Other	2021-08-10
2021-03-31	$252,422	7,535	+6.8%	Shares	Other	2021-05-13
2020-03-31	$202,888	7,057	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.