Allied Private Wealth’s Reaves Utility Income Fund UTG Stock Holding History

Allied Private Wealth’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	$653K	Buy	+16,422	New	+$686K	0.42%	50

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

Allied Private Wealth's UTG Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Reaves Utility Income Fund (UTG) in Q2 2026: 16,422 shares worth $653K. The stake represents 0.42% of the portfolio and ranks #50 among its holdings.

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

Allied Private Wealth held 16,422 shares of Reaves Utility Income Fund worth $653K as of Q2 2026.
Reaves Utility Income Fund was a new Allied Private Wealth position in Q2 2026.
Reaves Utility Income Fund made up 0.42% of Allied Private Wealth's portfolio in Q2 2026, its #50 holding.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.