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 Q3	$440K	Sell	12,816 -1,163	-8%	-$44.7K	﹤0.01%	1687
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

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Farther Finance Advisors's UTG Position: Q3 2026 in Review

Farther Finance Advisors reduced its Reaves Utility Income Fund (UTG) stake by 8.3% in Q3 2026, selling an estimated $44.7K and leaving 12,816 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Farther Finance Advisors first reported a position in UTG in Q1 2023 and has held it in 7 quarters since. The position peaked at $569K in Q2 2026. 13 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

Farther Finance Advisors held 12,816 shares of Reaves Utility Income Fund worth $440K as of Q3 2026.
Farther Finance Advisors sold 1,163 Reaves Utility Income Fund shares in Q3 2026, an estimated $44.7K.
Reaves Utility Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1687 holding.
Farther Finance Advisors first reported a position in Reaves Utility Income Fund in Q1 2023 and has held it in 7 quarters since.
Farther Finance Advisors's Reaves Utility Income Fund position peaked at $569K in Q2 2026.
13 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.