Commonwealth Financial Services’s Reaves Utility Income Fund UTG Stock Holding History

Commonwealth Financial Services’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	$462K	Buy	11,354 +357	+3%	+$14.9K	0.06%	153
2026 Q1	$432K	Buy	10,997 +111	+1%	+$4.34K	0.07%	132
2025 Q4	$398K	Buy	10,886 +113	+1%	+$4.3K	0.07%	144
2025 Q3	$427K	Buy	10,773 +4,954	+85%	+$187K	0.07%	130
2025 Q2	$211K	Buy	+5,819	New	+$194K	0.04%	197
2024 Q2	–	Sell	-9,815	Closed	-$262K	–	208
2024 Q1	$262K	Hold	9,815	–	–	0.06%	151
2023 Q4	$262K	Sell	9,815 -1,130	-10%	-$28.9K	0.06%	151
2023 Q3	$270K	Buy	+10,945	New	+$294K	0.08%	144

Other funds holding UTG

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Commonwealth Financial Services's UTG Position: Q2 2026 in Review

Commonwealth Financial Services increased its Reaves Utility Income Fund (UTG) stake by 3.2% in Q2 2026, buying an estimated $14.9K and bringing the position to 11,354 shares worth $462K. The position accounts for 0.06% of the portfolio, ranked #153.

Commonwealth Financial Services first reported a position in UTG in Q3 2023 and has held it in 8 quarters since. 49 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Commonwealth Financial Services held 11,354 shares of Reaves Utility Income Fund worth $462K as of Q2 2026.
Commonwealth Financial Services bought 357 Reaves Utility Income Fund shares in Q2 2026, an estimated $14.9K.
Reaves Utility Income Fund made up 0.06% of Commonwealth Financial Services's portfolio in Q2 2026, its #153 holding.
Commonwealth Financial Services first reported a position in Reaves Utility Income Fund in Q3 2023 and has held it in 8 quarters since.
49 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.