Avantax Advisory Services’s Reaves Utility Income Fund UTG Stock Holding History

Avantax Advisory Services’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	$582K	Buy	16,096 +428	+3%	+$14.3K	﹤0.01%	1495
2025 Q1	$510K	Sell	15,668 -4,056	-21%	-$133K	﹤0.01%	1489
2024 Q4	$625K	Sell	19,724 -770	-4%	-$25.3K	﹤0.01%	1314
2024 Q3	$672K	Buy	20,494 +13,149	+179%	+$387K	﹤0.01%	1231
2024 Q2	$201K	Buy	+7,345	New	+$200K	﹤0.01%	1956
2023 Q1	–	Sell	-9,689	Closed	-$274K	–	1548
2022 Q4	$274K	Sell	9,689 -8,998	-48%	-$253K	﹤0.01%	1151
2022 Q3	$509K	Buy	18,687 +12,066	+182%	+$382K	0.01%	766
2022 Q2	$205K	Buy	+6,621	New	+$218K	﹤0.01%	1197
2020 Q4	–	Sell	-24,432	Closed	-$765K	–	1338
2020 Q3	$765K	Buy	+24,432	New	+$768K	0.01%	629

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Avantax Advisory Services's UTG Position: Q2 2025 in Review

Avantax Advisory Services increased its Reaves Utility Income Fund (UTG) stake by 2.7% in Q2 2025, buying an estimated $14.3K and bringing the position to 16,096 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Avantax Advisory Services first reported a position in UTG in Q3 2020 and has held it in 9 quarters since. The position peaked at $765K in Q3 2020. 219 funds tracked by Wall St. Rank hold UTG as of Q2 2025.

Avantax Advisory Services held 16,096 shares of Reaves Utility Income Fund worth $582K as of Q2 2025.
Avantax Advisory Services bought 428 Reaves Utility Income Fund shares in Q2 2025, an estimated $14.3K.
Reaves Utility Income Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1495 holding.
Avantax Advisory Services first reported a position in Reaves Utility Income Fund in Q3 2020 and has held it in 9 quarters since.
Avantax Advisory Services's Reaves Utility Income Fund position peaked at $765K in Q3 2020.
219 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.