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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

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
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
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 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. 88 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.
  • 88 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.