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

Apollon 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 		$358K Hold
8,803
– – ﹤0.01% 1172
2026
Q1 		$346K Sell
8,803
-1,981
-18% -$77.4K 0.01% 1041
2025
Q4 		$394K Buy
10,784
+2,761
+34% +$105K 0.01% 933
2025
Q3 		$318K Buy
+8,023
New +$303K 0.01% 1026

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

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

Apollon Wealth Management held its Reaves Utility Income Fund (UTG) position steady in Q2 2026 at 8,803 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Apollon Wealth Management first reported a position in UTG in Q3 2025 and has held it in 4 quarters since. The position peaked at $394K in Q4 2025. 265 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Apollon Wealth Management held 8,803 shares of Reaves Utility Income Fund worth $358K as of Q2 2026.
  • Apollon Wealth Management left its Reaves Utility Income Fund share count unchanged in Q2 2026.
  • Reaves Utility Income Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1172 holding.
  • Apollon Wealth Management first reported a position in Reaves Utility Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Apollon Wealth Management's Reaves Utility Income Fund position peaked at $394K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.