Global Retirement Partners’s Reaves Utility Income Fund UTG Stock Holding History

Global Retirement Partners’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	$68.9K	Buy	+1,692	New	+$70.7K	﹤0.01%	2310
2025 Q4	$61.9K	Hold	1,692	–	–	﹤0.01%	2227
2025 Q3	$67K	Hold	1,692	–	–	﹤0.01%	1736
2025 Q2	$61.2K	Buy	+1,692	New	+$56.5K	﹤0.01%	1663
2024 Q4	–	Sell	-298	Closed	-$9.78K	–	3786
2024 Q3	$9.78K	Sell	298 -202	-40%	-$5.95K	﹤0.01%	2305
2024 Q2	$13.7K	Hold	500	–	–	﹤0.01%	2176
2024 Q1	$13.5K	Hold	500	–	–	﹤0.01%	1982
2023 Q4	$13.3K	Buy	+500	New	+$12.8K	﹤0.01%	1942

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

Global Retirement Partners's UTG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Reaves Utility Income Fund (UTG) in Q2 2026: 1,692 shares worth $68.9K. The stake represents ﹤0.01% of the portfolio and ranks #2310 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UTG as recently as Q4 2025.

Global Retirement Partners first reported a position in UTG in Q4 2023 and has held it in 8 quarters since. 265 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Global Retirement Partners held 1,692 shares of Reaves Utility Income Fund worth $68.9K as of Q2 2026.
Reaves Utility Income Fund was a new Global Retirement Partners position in Q2 2026.
Reaves Utility Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2310 holding.
Global Retirement Partners first reported a position in Reaves Utility Income Fund in Q4 2023 and has held it in 8 quarters since.
265 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.