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Aspect Partners’s Reaves Utility Income Fund UTG Stock Holding History

Aspect 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 		$4.07K Hold
100
– – ﹤0.01% 448
2026
Q1 		$3.93K Hold
100
– – ﹤0.01% 395
2025
Q4 		$3.66K Hold
100
– – ﹤0.01% 428
2025
Q3 		$3.96K Hold
100
– – ﹤0.01% 445
2025
Q2 		$3.62K Hold
100
– – ﹤0.01% 410
2025
Q1 		$3.25K Hold
100
– – ﹤0.01% 391
2024
Q4 		$3.17K Buy
100
+50
+100% +$1.64K ﹤0.01% 425
2024
Q3 		$1.64K Buy
50
+25
+100% +$736 ﹤0.01% 458
2024
Q2 		$683 Buy
+25
New +$681 ﹤0.01% 517

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

Aspect Partners's UTG Position: Q2 2026 in Review

Aspect Partners held its Reaves Utility Income Fund (UTG) position steady in Q2 2026 at 100 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Aspect Partners first reported a position in UTG in Q2 2024 and has held it in 9 quarters since. 59 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Aspect Partners held 100 shares of Reaves Utility Income Fund worth $4.07K as of Q2 2026.
  • Aspect Partners left its Reaves Utility Income Fund share count unchanged in Q2 2026.
  • Reaves Utility Income Fund made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #448 holding.
  • Aspect Partners first reported a position in Reaves Utility Income Fund in Q2 2024 and has held it in 9 quarters since.
  • 59 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.