Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Reaves Utility Income Fund UTG Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$867K Sell
22,081
-1,708
-7% -$66.8K ﹤0.01% 1633
2025
Q4 		$870K Buy
23,789
+868
+4% +$33K ﹤0.01% 1578
2025
Q3 		$908K Buy
22,921
+152
+0.7% +$5.74K ﹤0.01% 1471
2025
Q2 		$824K Buy
22,769
+525
+2% +$17.5K ﹤0.01% 1350
2025
Q1 		$724K Hold
22,244
– – ﹤0.01% 1306
2024
Q4 		$705K Buy
22,244
+2,000
+10% +$65.8K ﹤0.01% 1249
2024
Q3 		$664K Buy
20,244
+1,300
+7% +$38.3K ﹤0.01% 1207
2024
Q2 		$518K Buy
+18,944
New +$516K ﹤0.01% 1181
2023
Q4 		– Sell
-1,055
Closed -$26K – 4537
2023
Q3 		$26K Sell
1,055
-89
-8% -$2.39K ﹤0.01% 2512
2023
Q2 		$31K Buy
1,144
+664
+138% +$18.6K ﹤0.01% 2357
2023
Q1 		$14K Buy
480
+6
+1% +$172 ﹤0.01% 2764
2022
Q4 		$13K Buy
474
+144
+44% +$4.05K ﹤0.01% 2670
2022
Q3 		$9K Buy
330
+6
+2% +$190 ﹤0.01% 2772
2022
Q2 		$10K Buy
324
+6
+2% +$198 ﹤0.01% 2606
2022
Q1 		$11K Buy
318
+5
+2% +$166 ﹤0.01% 2447
2021
Q4 		$11K Buy
+313
New +$10.5K ﹤0.01% 2322
2021
Q2 		$4K Hold
119
– – ﹤0.01% 2474
2021
Q1 		$4K Hold
119
– – ﹤0.01% 2474
2020
Q4 		$4K Hold
119
– – ﹤0.01% 2473
2020
Q3 		$4K Hold
119
– – ﹤0.01% 2473
2020
Q2 		$4K Hold
119
– – ﹤0.01% 2473
2020
Q1 		$4K Hold
119
– – ﹤0.01% 2473
2019
Q4 		$4K Hold
119
– – ﹤0.01% 2472
2019
Q3 		$4K Hold
119
– – ﹤0.01% 2472
2019
Q2 		$4K Hold
119
– – ﹤0.01% 2471
2019
Q1 		$4K Buy
119
+22
+23% +$695 ﹤0.01% 2468
2018
Q4 		$3K Buy
+97
New +$2.96K ﹤0.01% 1686

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 $1.89T 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UTG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Reaves Utility Income Fund (UTG) stake by 7.2% in Q1 2026, selling an estimated $66.8K and leaving 22,081 shares worth $867K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Carson Wealth (CWM LLC) first reported a position in UTG in Q4 2018 and has held it in 27 quarters since. The position peaked at $908K in Q3 2025. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 22,081 shares of Reaves Utility Income Fund worth $867K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,708 Reaves Utility Income Fund shares in Q1 2026, an estimated $66.8K.
  • Reaves Utility Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1633 holding.
  • Carson Wealth (CWM LLC) first reported a position in Reaves Utility Income Fund in Q4 2018 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Reaves Utility Income Fund position peaked at $908K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.