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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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return