Armstrong Advisory Group’s Reaves Utility Income Fund UTG Stock Holding History

Armstrong Advisory Group’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 Q3	$9.44K	Buy	275 +5	+2%	+$192	﹤0.01%	713
2026 Q2	$11K	Buy	270 +4	+2%	+$167	﹤0.01%	696
2026 Q1	$10.5K	Buy	266 +4	+2%	+$156	﹤0.01%	681
2025 Q4	$9.6K	Buy	262 +4	+2%	+$152	﹤0.01%	678
2025 Q3	$10.2K	Buy	258 +4	+2%	+$151	﹤0.01%	676
2025 Q2	$9.2K	Buy	+254	New	+$8.48K	﹤0.01%	682

Other funds holding UTG

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Armstrong Advisory Group's UTG Position: Q3 2026 in Review

Armstrong Advisory Group increased its Reaves Utility Income Fund (UTG) stake by 1.9% in Q3 2026, buying an estimated $192 and bringing the position to 275 shares worth $9.44K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Armstrong Advisory Group first reported a position in UTG in Q2 2025 and has held it in 6 quarters since. The position peaked at $11K in Q2 2026. 57 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

Armstrong Advisory Group held 275 shares of Reaves Utility Income Fund worth $9.44K as of Q3 2026.
Armstrong Advisory Group bought 5 Reaves Utility Income Fund shares in Q3 2026, an estimated $192.
Reaves Utility Income Fund made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #713 holding.
Armstrong Advisory Group first reported a position in Reaves Utility Income Fund in Q2 2025 and has held it in 6 quarters since.
Armstrong Advisory Group's Reaves Utility Income Fund position peaked at $11K in Q2 2026.
57 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.