HNB
UTG icon

Hilltop National Bank’s Reaves Utility Income Fund UTG Stock Holding History

Hilltop National Bank’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 		$24K Hold
590
– – 0.01% 573
2026
Q1 		$23.2K Hold
590
– – 0.01% 565
2025
Q4 		$21.6K Hold
590
– – 0.01% 571
2025
Q3 		$23.4K Hold
590
– – 0.01% 553
2025
Q2 		$21.3K Buy
+590
New +$19.7K 0.01% 553
2024
Q4 		$18.7K Hold
590
– – 0.01% 567
2024
Q3 		$19.4K Hold
590
– – 0.01% 588
2024
Q2 		$16.1K Hold
590
– – 0.01% 592
2024
Q1 		$15.9K Buy
+590
New +$15.6K 0.01% 580

Other funds holding UTG

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return