Beacon Pointe Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Beacon Pointe 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	$557K	Buy	13,682 +142	+1%	+$5.93K	﹤0.01%	1294
2026 Q1	$532K	Buy	13,540 +88	+0.7%	+$3.44K	﹤0.01%	1266
2025 Q4	$492K	Sell	13,452 -1,934	-13%	-$73.5K	﹤0.01%	1082
2025 Q3	$610K	Buy	+15,386	New	+$581K	0.01%	944

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Beacon Pointe Advisors's UTG Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Reaves Utility Income Fund (UTG) stake by 1% in Q2 2026, buying an estimated $5.93K and bringing the position to 13,682 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Beacon Pointe Advisors first reported a position in UTG in Q3 2025 and has held it in 4 quarters since. The position peaked at $610K in Q3 2025. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Beacon Pointe Advisors held 13,682 shares of Reaves Utility Income Fund worth $557K as of Q2 2026.
Beacon Pointe Advisors bought 142 Reaves Utility Income Fund shares in Q2 2026, an estimated $5.93K.
Reaves Utility Income Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1294 holding.
Beacon Pointe Advisors first reported a position in Reaves Utility Income Fund in Q3 2025 and has held it in 4 quarters since.
Beacon Pointe Advisors's Reaves Utility Income Fund position peaked at $610K in Q3 2025.
263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.