Farther Finance Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Farther Finance Advisors’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	$569K	Buy	13,979 +24	+0.2%	+$1K	﹤0.01%	1470
2026 Q1	$555K	Buy	13,955 +787	+6%	+$30.8K	0.01%	1325
2025 Q4	$482K	Buy	+13,168	New	+$501K	0.01%	1334
2023 Q4	–	Sell	-80	Closed	-$1.97K	–	3615
2023 Q3	$1.97K	Hold	80	–	–	﹤0.01%	1862
2023 Q2	$2.19K	Hold	80	–	–	﹤0.01%	1722
2023 Q1	$2.27K	Buy	+80	New	+$2.3K	﹤0.01%	1594

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

Farther Finance Advisors's UTG Position: Q2 2026 in Review

Farther Finance Advisors increased its Reaves Utility Income Fund (UTG) stake by 0.17% in Q2 2026, buying an estimated $1K and bringing the position to 13,979 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Farther Finance Advisors first reported a position in UTG in Q1 2023 and has held it in 6 quarters since. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Farther Finance Advisors held 13,979 shares of Reaves Utility Income Fund worth $569K as of Q2 2026.
Farther Finance Advisors bought 24 Reaves Utility Income Fund shares in Q2 2026, an estimated $1K.
Reaves Utility Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1470 holding.
Farther Finance Advisors first reported a position in Reaves Utility Income Fund in Q1 2023 and has held it in 6 quarters since.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.