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Innova Wealth Partners’s Reaves Utility Income Fund UTG Stock Holding History

Innova Wealth Partners’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 		$406K Buy
9,967
+486
+5% +$20.3K 0.17% 105
2026
Q1 		$372K Buy
9,481
+3,120
+49% +$122K 0.18% 99
2025
Q4 		$233K Buy
+6,361
New +$242K 0.12% 130

Other funds holding UTG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Innova Wealth Partners's UTG Position: Q2 2026 in Review

Innova Wealth Partners increased its Reaves Utility Income Fund (UTG) stake by 5.1% in Q2 2026, buying an estimated $20.3K and bringing the position to 9,967 shares worth $406K. The position accounts for 0.17% of the portfolio, ranked #105.

Innova Wealth Partners first reported a position in UTG in Q4 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Innova Wealth Partners held 9,967 shares of Reaves Utility Income Fund worth $406K as of Q2 2026.
  • Innova Wealth Partners bought 486 Reaves Utility Income Fund shares in Q2 2026, an estimated $20.3K.
  • Reaves Utility Income Fund made up 0.17% of Innova Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • Innova Wealth Partners first reported a position in Reaves Utility Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.