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Golden State Equity Partners’s Reaves Utility Income Fund UTG Stock Holding History

Golden State Equity 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 		– Sell
-6,897
Closed -$271K – 1676
2026
Q1 		$271K Buy
+6,897
New +$270K 0.02% 597

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Raymond James Financial
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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

Golden State Equity Partners's UTG Position: Q2 2026 in Review

Golden State Equity Partners sold out of Reaves Utility Income Fund (UTG) in Q2 2026, closing a stake of 6,897 shares — an estimated $271K sold.

Golden State Equity Partners first reported a position in UTG in Q1 2026 and held it in 1 quarter. The position peaked at $271K in Q1 2026. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Golden State Equity Partners reported no remaining Reaves Utility Income Fund position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 6,897 Reaves Utility Income Fund shares in Q2 2026, an estimated $271K.
  • Golden State Equity Partners first reported a position in Reaves Utility Income Fund in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Reaves Utility Income Fund position peaked at $271K in Q1 2026.
  • 263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.