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Atria Wealth Solutions’s Reaves Utility Income Fund UTG Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.84M Sell
50,949
-12,051
-19% -$403K 0.04% 441
2025
Q1 		$2.05M Buy
63,000
+9,070
+17% +$298K 0.02% 624
2024
Q4 		$1.72M Sell
53,930
-15,395
-22% -$506K 0.02% 700
2024
Q3 		$2.27M Sell
69,325
-913
-1% -$26.9K 0.02% 587
2024
Q2 		$1.92M Buy
70,238
+18,033
+35% +$491K 0.02% 638
2024
Q1 		$1.41M Sell
52,205
-11,595
-18% -$306K 0.02% 761
2023
Q4 		$1.71M Buy
63,800
+20,896
+49% +$534K 0.02% 657
2023
Q3 		$1.06M Buy
42,904
+14,416
+51% +$387K 0.01% 788
2023
Q2 		$781K Sell
28,488
-847
-3% -$23.7K 0.01% 957
2023
Q1 		$833K Sell
29,335
-1,924
-6% -$55.2K 0.01% 870
2022
Q4 		$884K Sell
31,259
-2,758
-8% -$77.6K 0.01% 805
2022
Q3 		$927K Buy
34,017
+24,755
+267% +$783K 0.02% 734
2022
Q2 		$287K Sell
9,262
-8,410
-48% -$277K 0.01% 1234
2022
Q1 		$611K Buy
+17,672
New +$586K 0.01% 955

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Atria Wealth Solutions's UTG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Reaves Utility Income Fund (UTG) stake by 19% in Q2 2025, selling an estimated $403K and leaving 50,949 shares worth $1.84M. The position accounts for 0.04% of the portfolio, ranked #441.

Atria Wealth Solutions first reported a position in UTG in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.27M in Q3 2024. 219 funds tracked by Wall St. Rank hold UTG as of Q2 2025.

  • Atria Wealth Solutions held 50,949 shares of Reaves Utility Income Fund worth $1.84M as of Q2 2025.
  • Atria Wealth Solutions sold 12,051 Reaves Utility Income Fund shares in Q2 2025, an estimated $403K.
  • Reaves Utility Income Fund made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #441 holding.
  • Atria Wealth Solutions first reported a position in Reaves Utility Income Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Reaves Utility Income Fund position peaked at $2.27M in Q3 2024.
  • 219 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.