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 Q3	$301K	Sell	8,763 -2,591	-23%	-$100K	0.05%	180
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

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

OFA

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 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

SAM

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Commonwealth Financial Services's UTG Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Reaves Utility Income Fund (UTG) stake by 23% in Q3 2026, selling an estimated $100K and leaving 8,763 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #180.

Commonwealth Financial Services first reported a position in UTG in Q3 2023 and has held it in 9 quarters since. The position peaked at $462K in Q2 2026. 53 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

Commonwealth Financial Services held 8,763 shares of Reaves Utility Income Fund worth $301K as of Q3 2026.
Commonwealth Financial Services sold 2,591 Reaves Utility Income Fund shares in Q3 2026, an estimated $100K.
Reaves Utility Income Fund made up 0.05% of Commonwealth Financial Services's portfolio in Q3 2026, its #180 holding.
Commonwealth Financial Services first reported a position in Reaves Utility Income Fund in Q3 2023 and has held it in 9 quarters since.
Commonwealth Financial Services's Reaves Utility Income Fund position peaked at $462K in Q2 2026.
53 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.