IFP Advisors’s Reaves Utility Income Fund UTG Stock Holding History

IFP Advisors’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	$129K	Buy	3,157 +812	+35%	+$33.9K	﹤0.01%	1802
2026 Q1	$92.1K	Buy	2,345 +12	+0.5%	+$469	﹤0.01%	1894
2025 Q4	$85.3K	Buy	2,333 +14	+0.6%	+$532	﹤0.01%	1895
2025 Q3	$91.9K	Buy	2,319 +12	+0.5%	+$453	﹤0.01%	1733
2025 Q2	$83.5K	Sell	2,307 -2,487	-52%	-$83.1K	﹤0.01%	1744
2025 Q1	$156K	Buy	4,794 +2,514	+110%	+$82.7K	﹤0.01%	1294
2024 Q4	$72.3K	Buy	2,280 +13	+0.6%	+$427	﹤0.01%	1643
2024 Q3	$74.4K	Buy	2,267 +14	+0.6%	+$412	﹤0.01%	1544
2024 Q2	$61.5K	Buy	2,253 +16	+0.7%	+$436	﹤0.01%	1580
2024 Q1	$60.3K	Sell	2,237 -1,484	-40%	-$39.1K	﹤0.01%	1503
2023 Q4	$99.5K	Sell	3,721 -185	-5%	-$4.73K	﹤0.01%	1246
2023 Q3	$96.3K	Sell	3,906 -282	-7%	-$7.57K	﹤0.01%	1271
2023 Q2	$115K	Buy	4,188 +1,012	+32%	+$28.3K	﹤0.01%	1254
2023 Q1	$89.9K	Buy	3,176 +2,313	+268%	+$66.4K	﹤0.01%	1300
2022 Q4	$25K	Sell	863 -589	-41%	-$16.6K	﹤0.01%	2729
2022 Q3	$41K	Buy	1,452 +12	+0.8%	+$380	﹤0.01%	2531
2022 Q2	$41K	Hold	1,440	–	–	﹤0.01%	2305
2022 Q1	$41K	Buy	+1,440	New	+$47.8K	﹤0.01%	2305
2019 Q1	–	Sell	-26,209	Closed	-$767K	–	3409
2018 Q4	$767K	Buy	26,209 +2,440	+10%	+$74.5K	0.05%	418
2018 Q3	$729K	Buy	23,769 +8,275	+53%	+$252K	0.03%	538
2018 Q2	$448K	Buy	15,494 +5,817	+60%	+$164K	0.02%	702
2018 Q1	$299K	Hold	9,677	–	–	0.01%	823
2017 Q4	$299K	Buy	9,677 +2,201	+29%	+$68.5K	0.01%	824
2017 Q3	$237K	Buy	7,476 +898	+14%	+$31.2K	0.01%	1044
2017 Q2	$226K	Buy	6,578 +652	+11%	+$22.6K	0.01%	1060
2017 Q1	$192K	Buy	5,926 +4,526	+323%	+$148K	0.01%	1136
2016 Q4	$43K	Sell	1,400 -287	-17%	-$8.54K	﹤0.01%	1986
2016 Q3	$52K	Buy	1,687 +313	+23%	+$9.78K	﹤0.01%	1790
2016 Q2	$45K	Buy	+1,374	New	+$41.6K	﹤0.01%	1834
2016 Q1	–	Sell	-125	Closed	-$3K	–	3415
2015 Q4	$3K	Buy	+125	New	+$3.44K	﹤0.01%	3227

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

IFP Advisors's UTG Position: Q2 2026 in Review

IFP Advisors increased its Reaves Utility Income Fund (UTG) stake by 35% in Q2 2026, buying an estimated $33.9K and bringing the position to 3,157 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

IFP Advisors first reported a position in UTG in Q4 2015 and has held it in 30 quarters since. The position peaked at $767K in Q4 2018. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

IFP Advisors held 3,157 shares of Reaves Utility Income Fund worth $129K as of Q2 2026.
IFP Advisors bought 812 Reaves Utility Income Fund shares in Q2 2026, an estimated $33.9K.
Reaves Utility Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1802 holding.
IFP Advisors first reported a position in Reaves Utility Income Fund in Q4 2015 and has held it in 30 quarters since.
IFP Advisors's Reaves Utility Income Fund position peaked at $767K in Q4 2018.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.