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Independent Financial Group’s Reaves Utility Income Fund UTG Stock Holding History

Independent Financial Group’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 		$3.65M Buy
89,708
+2,981
+3% +$125K 0.07% 289
2026
Q1 		$3.41M Sell
86,727
-1,013
-1% -$39.6K 0.08% 264
2025
Q4 		$3.21M Buy
87,740
+624
+0.7% +$23.7K 0.07% 268
2025
Q3 		$3.45M Sell
87,116
-259
-0.3% -$9.77K 0.08% 227
2025
Q2 		$3.16M Buy
87,375
+3,335
+4% +$111K 0.09% 225
2025
Q1 		$2.73M Buy
84,040
+20,350
+32% +$669K 0.09% 216
2024
Q4 		$2.02M Buy
63,690
+7,586
+14% +$249K 0.07% 292
2024
Q3 		$1.84M Buy
56,104
+13,086
+30% +$385K 0.07% 286
2024
Q2 		$1.18M Buy
43,018
+20,389
+90% +$555K 0.05% 361
2024
Q1 		$610K Buy
22,629
+10,957
+94% +$289K 0.03% 518
2023
Q4 		$312K Buy
11,672
+3,062
+36% +$78.3K 0.02% 707
2023
Q3 		$212K Buy
+8,610
New +$231K 0.01% 807
2023
Q1 		– Sell
-7,722
Closed -$218K – 885
2022
Q4 		$218K Buy
+7,722
New +$217K 0.02% 688
2022
Q3 		– Sell
-6,487
Closed -$201K – 783
2022
Q2 		$201K Sell
6,487
-450
-6% -$14.8K 0.02% 640
2022
Q1 		$240K Buy
+6,937
New +$230K 0.02% 684

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Independent Financial Group's UTG Position: Q2 2026 in Review

Independent Financial Group increased its Reaves Utility Income Fund (UTG) stake by 3.4% in Q2 2026, buying an estimated $125K and bringing the position to 89,708 shares worth $3.65M. The position accounts for 0.07% of the portfolio, ranked #289.

Independent Financial Group first reported a position in UTG in Q1 2022 and has held it in 15 quarters since. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Independent Financial Group held 89,708 shares of Reaves Utility Income Fund worth $3.65M as of Q2 2026.
  • Independent Financial Group bought 2,981 Reaves Utility Income Fund shares in Q2 2026, an estimated $125K.
  • Reaves Utility Income Fund made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #289 holding.
  • Independent Financial Group first reported a position in Reaves Utility Income Fund in Q1 2022 and has held it in 15 quarters since.
  • 262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.