Centerpoint Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Centerpoint 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	$69K	Hold	1,700	–	–	0.02%	149
2026 Q1	$67K	Hold	1,700	–	–	0.02%	138
2025 Q4	$62K	Hold	1,700	–	–	0.02%	154
2025 Q3	$67K	Hold	1,700	–	–	0.02%	151
2025 Q2	$62K	Hold	1,700	–	–	0.02%	146
2025 Q1	$55K	Hold	1,700	–	–	0.02%	155
2024 Q4	$54K	Hold	1,700	–	–	0.02%	169
2024 Q3	$56K	Hold	1,700	–	–	0.02%	165
2024 Q2	$46K	Hold	1,700	–	–	0.02%	182
2024 Q1	$46K	Hold	1,700	–	–	0.02%	178
2023 Q4	$45K	Hold	1,700	–	–	0.02%	161
2023 Q3	$42K	Hold	1,700	–	–	0.02%	161
2023 Q2	$47K	Hold	1,700	–	–	0.02%	167
2023 Q1	$48K	Hold	1,700	–	–	0.02%	163
2022 Q4	$48K	Hold	1,700	–	–	0.02%	145
2022 Q3	$46K	Hold	1,700	–	–	0.02%	133
2022 Q2	$53K	Hold	1,700	–	–	0.03%	134
2022 Q1	$59K	Hold	1,700	–	–	0.03%	138
2021 Q4	$60K	Hold	1,700	–	–	0.03%	124
2021 Q3	$56K	Hold	1,700	–	–	0.03%	122
2021 Q2	$58K	Hold	1,700	–	–	0.03%	124
2021 Q1	$57K	Hold	1,700	–	–	0.03%	101
2020 Q4	$56K	Hold	1,700	–	–	0.04%	97
2020 Q3	$53K	Hold	1,700	–	–	0.04%	86
2020 Q2	$51K	Hold	1,700	–	–	0.04%	83
2020 Q1	$49K	Hold	1,700	–	–	0.05%	73
2019 Q4	$63K	Hold	1,700	–	–	0.05%	89
2019 Q3	$62K	Hold	1,700	–	–	0.05%	87
2019 Q2	$61K	Hold	1,700	–	–	0.05%	90
2019 Q1	$57K	Hold	1,700	–	–	0.05%	94
2018 Q4	$50K	Hold	1,700	–	–	0.05%	98
2018 Q3	$52K	Buy	+1,700	New	+$51.8K	0.04%	95

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

Centerpoint Advisors's UTG Position: Q2 2026 in Review

Centerpoint Advisors held its Reaves Utility Income Fund (UTG) position steady in Q2 2026 at 1,700 shares worth $69K. The position accounts for 0.02% of the portfolio, ranked #149.

Centerpoint Advisors first reported a position in UTG in Q3 2018 and has held it in 32 quarters since. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Centerpoint Advisors held 1,700 shares of Reaves Utility Income Fund worth $69K as of Q2 2026.
Centerpoint Advisors left its Reaves Utility Income Fund share count unchanged in Q2 2026.
Reaves Utility Income Fund made up 0.02% of Centerpoint Advisors's portfolio in Q2 2026, its #149 holding.
Centerpoint Advisors first reported a position in Reaves Utility Income Fund in Q3 2018 and has held it in 32 quarters since.
263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.