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Fortitude Family Office’s Reaves Utility Income Fund UTG Stock Holding History

Fortitude Family Office’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
2025
Q3 		– Sell
-340
Closed -$12.3K – 2144
2025
Q2 		$12.3K Buy
+340
New +$11.4K ﹤0.01% 490

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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Fortitude Family Office's UTG Position: Q3 2025 in Review

Fortitude Family Office sold out of Reaves Utility Income Fund (UTG) in Q3 2025, closing a stake of 340 shares — an estimated $12.3K sold.

Fortitude Family Office first reported a position in UTG in Q2 2025 and held it in 1 quarter. The position peaked at $12.3K in Q2 2025. 238 funds tracked by Wall St. Rank hold UTG as of Q3 2025.

  • Fortitude Family Office reported no remaining Reaves Utility Income Fund position as of Q3 2025 after selling out during the quarter.
  • Fortitude Family Office sold 340 Reaves Utility Income Fund shares in Q3 2025, an estimated $12.3K.
  • Fortitude Family Office first reported a position in Reaves Utility Income Fund in Q2 2025 and held it in 1 quarter.
  • Fortitude Family Office's Reaves Utility Income Fund position peaked at $12.3K in Q2 2025.
  • 238 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.