Choreo LLC’s Reaves Utility Income Fund UTG Stock Holding History

Choreo 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 Q3	$481K	Buy	+13,990	New	+$537K	﹤0.01%	1016

Other funds holding UTG

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

Choreo LLC's UTG Position: Q3 2026 in Review

Choreo LLC opened a new position in Reaves Utility Income Fund (UTG) in Q3 2026: 13,990 shares worth $481K. The stake represents ﹤0.01% of the portfolio and ranks #1016 among its holdings.

124 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

Choreo LLC held 13,990 shares of Reaves Utility Income Fund worth $481K as of Q3 2026.
Reaves Utility Income Fund was a new Choreo LLC position in Q3 2026.
Reaves Utility Income Fund made up ﹤0.01% of Choreo LLC's portfolio in Q3 2026, its #1016 holding.
124 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Choreo LLC's 13F filing for Q3 2026, filed 28 Oct 2026.