CFD
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Creative Financial Designs’s Reaves Utility Income Fund UTG Stock Holding History

Creative Financial Designs’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
Q1 		$163K Buy
4,142
+5
+0.1% +$195 0.01% 563
2025
Q4 		$151K Buy
4,137
+5
+0.1% +$190 0.01% 547
2025
Q3 		$164K Sell
4,132
-1,545
-27% -$58.3K 0.01% 522
2025
Q2 		$205K Buy
5,677
+206
+4% +$6.88K 0.01% 470
2025
Q1 		$178K Sell
5,471
-295
-5% -$9.7K 0.01% 474
2024
Q4 		$183K Sell
5,766
-2,291
-28% -$75.3K 0.01% 461
2024
Q3 		$264K Buy
8,057
+6,548
+434% +$193K 0.02% 390
2024
Q2 		$41.2K Sell
1,509
-1,955
-56% -$53.3K ﹤0.01% 798
2024
Q1 		$93.4K Buy
3,464
+434
+14% +$11.4K 0.01% 582
2023
Q4 		$81K Buy
3,030
+1,521
+101% +$38.9K 0.01% 582
2023
Q3 		$37.2K Hold
1,509
– – ﹤0.01% 701
2023
Q2 		$41.4K Buy
1,509
+384
+34% +$10.8K ﹤0.01% 679
2023
Q1 		$31.9K Buy
+1,125
New +$32.3K ﹤0.01% 689

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return