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Abound Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Abound Wealth Management’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.5K Buy
+797
New +$33.3K 0.01% 292

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SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Abound Wealth Management's UTG Position: Q2 2026 in Review

Abound Wealth Management opened a new position in Reaves Utility Income Fund (UTG) in Q2 2026: 797 shares worth $32.5K. The stake represents 0.01% of the portfolio and ranks #292 among its holdings.

49 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Abound Wealth Management held 797 shares of Reaves Utility Income Fund worth $32.5K as of Q2 2026.
  • Reaves Utility Income Fund was a new Abound Wealth Management position in Q2 2026.
  • Reaves Utility Income Fund made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #292 holding.
  • 49 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.