Advisornet Financial’s Reaves Utility Income Fund UTG Stock Holding History

Advisornet Financial’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	$71.1K	Hold	1,747	–	–	﹤0.01%	999
2026 Q1	$68.6K	Sell	1,747 -547	-24%	-$21.4K	﹤0.01%	945
2025 Q4	$83.9K	Buy	2,294 +153	+7%	+$5.82K	﹤0.01%	877
2025 Q3	$84.8K	Buy	2,141 +680	+47%	+$25.7K	﹤0.01%	845
2025 Q2	$52.9K	Buy	1,461 +621	+74%	+$20.7K	﹤0.01%	976
2025 Q1	$27.3K	Buy	+840	New	+$27.6K	﹤0.01%	1102
2024 Q2	–	Sell	-2,210	Closed	-$59.6K	–	2194
2024 Q1	$59.6K	Hold	2,210	–	–	0.01%	760
2023 Q4	$59.1K	Hold	2,210	–	–	0.01%	765
2023 Q3	$54.5K	Buy	2,210 +280	+15%	+$7.52K	﹤0.01%	763
2023 Q2	$52.9K	Hold	1,930	–	–	﹤0.01%	794
2023 Q1	$54.8K	Buy	1,930 +1,580	+451%	+$45.4K	0.01%	777
2022 Q4	$9.89K	Buy	+350	New	+$9.85K	﹤0.01%	1299
2022 Q1	–	Sell	-7,485	Closed	-$263K	–	2220
2021 Q4	$263K	Buy	7,485 +650	+10%	+$21.9K	0.02%	536
2021 Q3	$224K	Hold	6,835	–	–	0.02%	556
2021 Q2	$235K	Hold	6,835	–	–	0.02%	558
2021 Q1	$229K	Buy	6,835 +1,400	+26%	+$45.5K	0.02%	526
2020 Q4	$178K	Buy	5,435 +550	+11%	+$18K	0.01%	532
2020 Q3	$153K	Buy	4,885 +1,950	+66%	+$61.3K	0.01%	553
2020 Q2	$89K	Hold	2,935	–	–	0.01%	706
2020 Q1	$84K	Hold	2,935	–	–	0.01%	654
2019 Q4	$109K	Hold	2,935	–	–	0.01%	658
2019 Q3	$108K	Hold	2,935	–	–	0.01%	654
2019 Q2	$105K	Hold	2,935	–	–	0.01%	597
2019 Q1	$99K	Hold	2,935	–	–	0.01%	557
2018 Q4	$86K	Hold	2,935	–	–	0.01%	559
2018 Q3	$90K	Hold	2,935	–	–	0.01%	573
2018 Q2	$85K	Hold	2,935	–	–	0.01%	561
2018 Q1	$83K	Buy	+2,935	New	+$85.3K	0.01%	578

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Advisornet Financial's UTG Position: Q2 2026 in Review

Advisornet Financial held its Reaves Utility Income Fund (UTG) position steady in Q2 2026 at 1,747 shares worth $71.1K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Advisornet Financial first reported a position in UTG in Q1 2018 and has held it in 28 quarters since. The position peaked at $263K in Q4 2021. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Advisornet Financial held 1,747 shares of Reaves Utility Income Fund worth $71.1K as of Q2 2026.
Advisornet Financial left its Reaves Utility Income Fund share count unchanged in Q2 2026.
Reaves Utility Income Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #999 holding.
Advisornet Financial first reported a position in Reaves Utility Income Fund in Q1 2018 and has held it in 28 quarters since.
Advisornet Financial's Reaves Utility Income Fund position peaked at $263K in Q4 2021.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.