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B. Riley Wealth Advisors’s Reaves Utility Income Fund UTG Stock Holding History

B. Riley Wealth Advisors’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 		$267K Buy
+6,532
New +$273K 0.01% 661
2024
Q3 		– Sell
-8,114
Closed -$222K – 1438
2024
Q2 		$222K Buy
+8,114
New +$221K 0.01% 1179
2024
Q1 		– Sell
-7,957
Closed -$214K – 1526
2023
Q4 		$214K Buy
+7,957
New +$203K 0.01% 1222
2022
Q4 		– Sell
-9,324
Closed -$254K – 1590
2022
Q3 		$254K Sell
9,324
-5,201
-36% -$165K 0.01% 1104
2022
Q2 		$451K Buy
14,525
+702
+5% +$23.2K 0.02% 702
2022
Q1 		$478K Buy
13,823
+957
+7% +$31.8K 0.02% 772
2021
Q4 		$452K Buy
12,866
+971
+8% +$32.7K 0.01% 869
2021
Q3 		$390K Buy
11,895
+4,298
+57% +$151K 0.01% 907
2021
Q2 		$261K Buy
7,597
+62
+0.8% +$2.15K 0.01% 1098
2021
Q1 		$253K Buy
+7,535
New +$245K 0.01% 1083
2020
Q2 		– Sell
-7,057
Closed -$203K – 905
2020
Q1 		$203K Buy
7,057
+271
+4% +$9.44K 0.02% 671
2019
Q4 		$252K Buy
6,786
+108
+2% +$3.96K 0.02% 676
2019
Q3 		$246K Sell
6,678
-424
-6% -$15.5K 0.02% 665
2019
Q2 		$255K Sell
7,102
-983
-12% -$34K 0.03% 633
2019
Q1 		$273K Sell
8,085
-139
-2% -$4.39K 0.03% 541
2018
Q4 		$243K Sell
8,224
-836
-9% -$25.5K 0.03% 509
2018
Q3 		$278K Sell
9,060
-833
-8% -$25.4K 0.03% 522
2018
Q2 		$286K Buy
+9,893
New +$279K 0.04% 488

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

B. Riley Wealth Advisors's UTG Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Reaves Utility Income Fund (UTG) in Q2 2026: 6,532 shares worth $267K. The stake represents 0.01% of the portfolio and ranks #661 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in UTG as recently as Q2 2024.

B. Riley Wealth Advisors first reported a position in UTG in Q2 2018 and has held it in 18 quarters since. The position peaked at $478K in Q1 2022. 264 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • B. Riley Wealth Advisors held 6,532 shares of Reaves Utility Income Fund worth $267K as of Q2 2026.
  • Reaves Utility Income Fund was a new B. Riley Wealth Advisors position in Q2 2026.
  • Reaves Utility Income Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #661 holding.
  • B. Riley Wealth Advisors first reported a position in Reaves Utility Income Fund in Q2 2018 and has held it in 18 quarters since.
  • B. Riley Wealth Advisors's Reaves Utility Income Fund position peaked at $478K in Q1 2022.
  • 264 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.