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IFC & Insurance Marketing’s Reaves Utility Income Fund UTG Stock Holding History

IFC & Insurance Marketing’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
Q1 		– Sell
-100
Closed -$4K – 652
2025
Q4 		$4K Buy
+100
New +$3.8K ﹤0.01% 564

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Royal Bank of Canada
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

IFC & Insurance Marketing's UTG Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Reaves Utility Income Fund (UTG) in Q1 2026, closing a stake of 100 shares — an estimated $4K sold.

IFC & Insurance Marketing first reported a position in UTG in Q4 2025 and held it in 1 quarter. The position peaked at $4K in Q4 2025. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Reaves Utility Income Fund position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 100 Reaves Utility Income Fund shares in Q1 2026, an estimated $4K.
  • IFC & Insurance Marketing first reported a position in Reaves Utility Income Fund in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Reaves Utility Income Fund position peaked at $4K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.