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

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return