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 Q2	$11K	Buy	270 +4	+2%	+$167	﹤0.01%	696
2026 Q1	$10.5K	Buy	266 +4	+2%	+$156	﹤0.01%	681
2025 Q4	$9.59K	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

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

Armstrong Advisory Group's UTG Position: Q2 2026 in Review

Armstrong Advisory Group increased its Reaves Utility Income Fund (UTG) stake by 1.5% in Q2 2026, buying an estimated $167 and bringing the position to 270 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Armstrong Advisory Group first reported a position in UTG in Q2 2025 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Armstrong Advisory Group held 270 shares of Reaves Utility Income Fund worth $11K as of Q2 2026.
Armstrong Advisory Group bought 4 Reaves Utility Income Fund shares in Q2 2026, an estimated $167.
Reaves Utility Income Fund made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #696 holding.
Armstrong Advisory Group first reported a position in Reaves Utility Income Fund in Q2 2025 and has held it in 5 quarters since.
263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.