Forty-three Eighteen Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Forty-three Eighteen 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	$205K	Buy	+5,033	New	+$210K	0.14%	73

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

Forty-three Eighteen Advisors's UTG Position: Q2 2026 in Review

Forty-three Eighteen Advisors opened a new position in Reaves Utility Income Fund (UTG) in Q2 2026: 5,033 shares worth $205K. The stake represents 0.14% of the portfolio and ranks #73 among its holdings.

262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Forty-three Eighteen Advisors held 5,033 shares of Reaves Utility Income Fund worth $205K as of Q2 2026.
Reaves Utility Income Fund was a new Forty-three Eighteen Advisors position in Q2 2026.
Reaves Utility Income Fund made up 0.14% of Forty-three Eighteen Advisors's portfolio in Q2 2026, its #73 holding.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Forty-three Eighteen Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.