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

Commerce 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
Q3 		$386K Buy
11,249
+1,787
+19% +$68.6K 0.18% 69
2026
Q2 		$385K Buy
9,462
+11
+0.1% +$459 0.21% 71
2026
Q1 		$371K Buy
+9,451
New +$369K 0.31% 65

Other funds holding UTG

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LPL Financial
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
Oak Family Advisors
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Commerce Advisors's UTG Position: Q3 2026 in Review

Commerce Advisors increased its Reaves Utility Income Fund (UTG) stake by 19% in Q3 2026, buying an estimated $68.6K and bringing the position to 11,249 shares worth $386K. The position accounts for 0.18% of the portfolio, ranked #69.

Commerce Advisors first reported a position in UTG in Q1 2026 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

  • Commerce Advisors held 11,249 shares of Reaves Utility Income Fund worth $386K as of Q3 2026.
  • Commerce Advisors bought 1,787 Reaves Utility Income Fund shares in Q3 2026, an estimated $68.6K.
  • Reaves Utility Income Fund made up 0.18% of Commerce Advisors's portfolio in Q3 2026, its #69 holding.
  • Commerce Advisors first reported a position in Reaves Utility Income Fund in Q1 2026 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Commerce Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.