GPS Wealth Strategies Group’s Reaves Utility Income Fund UTG Stock Holding History

GPS Wealth Strategies Group’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	–	Sell	-1,253	Closed	-$49.6K	–	1522
2025 Q3	$49.6K	Hold	1,253	–	–	0.01%	676
2025 Q2	$45.3K	Hold	1,253	–	–	0.01%	659
2025 Q1	$40.8K	Hold	1,253	–	–	0.01%	659
2024 Q4	$39.7K	Hold	1,253	–	–	0.01%	631
2024 Q3	$41.1K	Hold	1,253	–	–	0.01%	626
2024 Q2	$34.2K	Hold	1,253	–	–	0.01%	634
2024 Q1	$33.8K	Hold	1,253	–	–	0.01%	605
2023 Q4	$33.5K	Hold	1,253	–	–	0.01%	588
2023 Q3	$30.9K	Hold	1,253	–	–	0.01%	600
2023 Q2	$34.4K	Hold	1,253	–	–	0.01%	581
2023 Q1	$35.6K	Buy	+1,253	New	+$36K	0.01%	551
2022 Q4	–	Sell	-1,253	Closed	-$34K	–	1024
2022 Q3	$34K	Hold	1,253	–	–	0.01%	507
2022 Q2	$39K	Hold	1,253	–	–	0.01%	488
2022 Q1	$43K	Buy	+1,253	New	+$41.6K	0.01%	448

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

GPS Wealth Strategies Group's UTG Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Reaves Utility Income Fund (UTG) in Q4 2025, closing a stake of 1,253 shares — an estimated $49.6K sold.

GPS Wealth Strategies Group first reported a position in UTG in Q1 2022 and held it in 14 quarters. The position peaked at $49.6K in Q3 2025. 238 funds tracked by Wall St. Rank hold UTG as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Reaves Utility Income Fund position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 1,253 Reaves Utility Income Fund shares in Q4 2025, an estimated $49.6K.
GPS Wealth Strategies Group first reported a position in Reaves Utility Income Fund in Q1 2022 and held it in 14 quarters.
GPS Wealth Strategies Group's Reaves Utility Income Fund position peaked at $49.6K in Q3 2025.
238 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.