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Foundations Investment Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Foundations Investment 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 		$208K Hold
5,120
– – ﹤0.01% 1125
2026
Q1 		$201K Buy
+5,120
New +$200K ﹤0.01% 1108

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Foundations Investment Advisors's UTG Position: Q2 2026 in Review

Foundations Investment Advisors held its Reaves Utility Income Fund (UTG) position steady in Q2 2026 at 5,120 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Foundations Investment Advisors first reported a position in UTG in Q1 2026 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Foundations Investment Advisors held 5,120 shares of Reaves Utility Income Fund worth $208K as of Q2 2026.
  • Foundations Investment Advisors left its Reaves Utility Income Fund share count unchanged in Q2 2026.
  • Reaves Utility Income Fund made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1125 holding.
  • Foundations Investment Advisors first reported a position in Reaves Utility Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.