Ameritas Advisory Services’s Reaves Utility Income Fund UTG Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-650	Closed	-$25.8K	–	2061
2025 Q3	$25.8K	Sell	650 -2,014	-76%	-$76K	﹤0.01%	1350
2025 Q2	$96.4K	Buy	+2,664	New	+$89K	0.01%	1010
2023 Q2	–	Sell	-3,909	Closed	-$112K	–	2426
2023 Q1	$112K	Buy	+3,909	New	+$112K	0.01%	958

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Ameritas Advisory Services's UTG Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Reaves Utility Income Fund (UTG) in Q4 2025, closing a stake of 650 shares — an estimated $25.8K sold.

Ameritas Advisory Services first reported a position in UTG in Q1 2023 and held it in 3 quarters. The position peaked at $112K in Q1 2023. 238 funds tracked by Wall St. Rank hold UTG as of Q4 2025.

Ameritas Advisory Services reported no remaining Reaves Utility Income Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 650 Reaves Utility Income Fund shares in Q4 2025, an estimated $25.8K.
Ameritas Advisory Services first reported a position in Reaves Utility Income Fund in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Reaves Utility Income Fund position peaked at $112K in Q1 2023.
238 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.