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

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

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. 263 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.
263 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.