IFG Advisory’s Reaves Utility Income Fund UTG Stock Holding History

IFG Advisory’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	$200K	Buy	4,918 +350	+8%	+$14.6K	0.01%	867
2026 Q1	$179K	Buy	+4,568	New	+$179K	0.51%	37
2025 Q4	–	Sell	-5,418	Closed	-$215K	–	804
2025 Q3	$215K	Buy	+5,418	New	+$204K	0.01%	732
2023 Q2	–	Sell	-7,605	Closed	-$216K	–	491
2023 Q1	$216K	Buy	7,605 +26	+0.3%	+$746	0.02%	478
2022 Q4	$214K	Buy	+7,579	New	+$213K	0.02%	451
2022 Q3	–	Sell	-11,070	Closed	-$343K	–	533
2022 Q2	$343K	Sell	11,070 -3,312	-23%	-$109K	0.04%	354
2022 Q1	$497K	Buy	14,382 +5,094	+55%	+$169K	0.05%	310
2021 Q4	$326K	Buy	+9,288	New	+$313K	0.03%	392

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

IFG Advisory's UTG Position: Q2 2026 in Review

IFG Advisory increased its Reaves Utility Income Fund (UTG) stake by 7.7% in Q2 2026, buying an estimated $14.6K and bringing the position to 4,918 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #867.

IFG Advisory first reported a position in UTG in Q4 2021 and has held it in 8 quarters since. The position peaked at $497K in Q1 2022. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

IFG Advisory held 4,918 shares of Reaves Utility Income Fund worth $200K as of Q2 2026.
IFG Advisory bought 350 Reaves Utility Income Fund shares in Q2 2026, an estimated $14.6K.
Reaves Utility Income Fund made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #867 holding.
IFG Advisory first reported a position in Reaves Utility Income Fund in Q4 2021 and has held it in 8 quarters since.
IFG Advisory's Reaves Utility Income Fund position peaked at $497K in Q1 2022.
263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.