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
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 $1.37T 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Global Retirement Partners's UTG Position: Q4 2025 in Review

Global Retirement Partners held its Reaves Utility Income Fund (UTG) position steady in Q4 2025 at 1,692 shares worth $61.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Global Retirement Partners first reported a position in UTG in Q4 2023 and has held it in 7 quarters since. The position peaked at $67K in Q3 2025. 238 funds tracked by Wall St. Rank hold UTG as of Q4 2025.

Global Retirement Partners held 1,692 shares of Reaves Utility Income Fund worth $61.9K as of Q4 2025.
Global Retirement Partners left its Reaves Utility Income Fund share count unchanged in Q4 2025.
Reaves Utility Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2227 holding.
Global Retirement Partners first reported a position in Reaves Utility Income Fund in Q4 2023 and has held it in 7 quarters since.
Global Retirement Partners's Reaves Utility Income Fund position peaked at $67K in Q3 2025.
238 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.