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Good Life Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Good Life 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
2025
Q2 		$2.44M Buy
67,552
+966
+1% +$32.3K 0.15% 120
2025
Q1 		$2.17M Sell
66,586
-1,340
-2% -$44.1K 0.15% 126
2024
Q4 		$2.15M Buy
67,926
+919
+1% +$30.2K 0.16% 123
2024
Q3 		$2.2M Buy
67,007
+940
+1% +$27.7K 0.14% 133
2024
Q2 		$1.8M Sell
66,067
-1,056
-2% -$28.8K 0.15% 125
2024
Q1 		$1.81M Sell
67,123
-3,245
-5% -$85.6K 0.16% 112
2023
Q4 		$1.88M Buy
70,368
+963
+1% +$24.6K 0.19% 105
2023
Q3 		$1.71M Buy
69,405
+219
+0.3% +$5.88K 0.2% 104
2023
Q2 		$1.9M Sell
69,186
-1,016
-1% -$28.4K 0.21% 96
2023
Q1 		$1.99M Buy
70,202
+880
+1% +$25.3K 0.25% 82
2022
Q4 		$1.96M Buy
69,322
+26,241
+61% +$739K 0.27% 80
2022
Q3 		$1.17M Buy
43,081
+508
+1% +$16.1K 0.17% 113
2022
Q2 		$1.32M Sell
42,573
-3,707
-8% -$122K 0.18% 105
2022
Q1 		$1.6M Buy
46,280
+2,766
+6% +$91.8K 0.2% 98
2021
Q4 		$1.53M Sell
43,514
-1,677
-4% -$56.5K 0.19% 95
2021
Q3 		$1.48M Sell
45,191
-6,809
-13% -$240K 0.2% 93
2021
Q2 		$1.78M Sell
52,000
-505
-1% -$17.5K 0.34% 54
2021
Q1 		$1.76M Buy
52,505
+408
+0.8% +$13.2K 0.36% 53
2020
Q4 		$1.71M Buy
52,097
+5,628
+12% +$184K 0.4% 50
2020
Q3 		$1.45M Buy
46,469
+2,037
+5% +$64.1K 0.4% 53
2020
Q2 		$1.34M Buy
44,432
+2,820
+7% +$87K 0.4% 56
2020
Q1 		$1.2M Buy
41,612
+31,505
+312% +$1.1M 0.43% 52
2019
Q4 		$374K Buy
10,107
+3,263
+48% +$120K 0.11% 157
2019
Q3 		$253K Buy
6,844
+596
+10% +$21.7K 0.08% 200
2019
Q2 		$224K Buy
+6,248
New +$216K 0.06% 215

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Good Life Advisors's UTG Position: Q2 2025 in Review

Good Life Advisors increased its Reaves Utility Income Fund (UTG) stake by 1.5% in Q2 2025, buying an estimated $32.3K and bringing the position to 67,552 shares worth $2.44M. The position accounts for 0.15% of the portfolio, ranked #120.

Good Life Advisors first reported a position in UTG in Q2 2019 and has held it in 25 quarters since. 219 funds tracked by Wall St. Rank hold UTG as of Q2 2025.

  • Good Life Advisors held 67,552 shares of Reaves Utility Income Fund worth $2.44M as of Q2 2025.
  • Good Life Advisors bought 966 Reaves Utility Income Fund shares in Q2 2025, an estimated $32.3K.
  • Reaves Utility Income Fund made up 0.15% of Good Life Advisors's portfolio in Q2 2025, its #120 holding.
  • Good Life Advisors first reported a position in Reaves Utility Income Fund in Q2 2019 and has held it in 25 quarters since.
  • 219 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.