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 Q1	$201K	Buy	+5,120	New	+$200K	﹤0.01%	1108

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Foundations Investment Advisors's UTG Position: Q1 2026 in Review

Foundations Investment Advisors opened a new position in Reaves Utility Income Fund (UTG) in Q1 2026: 5,120 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1108 among its holdings.

240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

Foundations Investment Advisors held 5,120 shares of Reaves Utility Income Fund worth $201K as of Q1 2026.
Reaves Utility Income Fund was a new Foundations Investment Advisors position in Q1 2026.
Reaves Utility Income Fund made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1108 holding.
240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.