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 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 $1.37T 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IFG Advisory's UTG Position: Q1 2026 in Review

IFG Advisory opened a new position in Reaves Utility Income Fund (UTG) in Q1 2026: 4,568 shares worth $179K. The stake represents 0.51% of the portfolio and ranks #37 among its holdings. This is a return to the name: IFG Advisory previously reported a position in UTG as recently as Q3 2025.

IFG Advisory first reported a position in UTG in Q4 2021 and has held it in 7 quarters since. The position peaked at $497K in Q1 2022. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

IFG Advisory held 4,568 shares of Reaves Utility Income Fund worth $179K as of Q1 2026.
Reaves Utility Income Fund was a new IFG Advisory position in Q1 2026.
Reaves Utility Income Fund made up 0.51% of IFG Advisory's portfolio in Q1 2026, its #37 holding.
IFG Advisory first reported a position in Reaves Utility Income Fund in Q4 2021 and has held it in 7 quarters since.
IFG Advisory's Reaves Utility Income Fund position peaked at $497K in Q1 2022.
240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.