Arax Advisory Partners’s Reaves Utility Income Fund UTG Stock Holding History

Arax Advisory Partners’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	$40.7K	Buy	+1,000	New	+$41.8K	﹤0.01%	3438

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

Arax Advisory Partners's UTG Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Reaves Utility Income Fund (UTG) in Q2 2026: 1,000 shares worth $40.7K. The stake represents ﹤0.01% of the portfolio and ranks #3438 among its holdings.

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

Arax Advisory Partners held 1,000 shares of Reaves Utility Income Fund worth $40.7K as of Q2 2026.
Reaves Utility Income Fund was a new Arax Advisory Partners position in Q2 2026.
Reaves Utility Income Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3438 holding.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.