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 Q2	$128K	Sell	3,146 -996	-24%	-$41.6K	0.01%	731
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 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

Creative Financial Designs's UTG Position: Q2 2026 in Review

Creative Financial Designs reduced its Reaves Utility Income Fund (UTG) stake by 24% in Q2 2026, selling an estimated $41.6K and leaving 3,146 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #731.

Creative Financial Designs first reported a position in UTG in Q1 2023 and has held it in 14 quarters since. The position peaked at $264K in Q3 2024. 265 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Creative Financial Designs held 3,146 shares of Reaves Utility Income Fund worth $128K as of Q2 2026.
Creative Financial Designs sold 996 Reaves Utility Income Fund shares in Q2 2026, an estimated $41.6K.
Reaves Utility Income Fund made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #731 holding.
Creative Financial Designs first reported a position in Reaves Utility Income Fund in Q1 2023 and has held it in 14 quarters since.
Creative Financial Designs's Reaves Utility Income Fund position peaked at $264K in Q3 2024.
265 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.