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

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

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. 263 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.
263 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.