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Integrated Wealth Concepts’s Reaves Utility Income Fund UTG Stock Holding History

Integrated Wealth Concepts’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 		$511K Buy
13,007
+4,376
+51% +$171K ﹤0.01% 1529
2025
Q4 		$316K Sell
8,631
-1,924
-18% -$73.2K ﹤0.01% 1292
2025
Q3 		$418K Sell
10,555
-1,549
-13% -$58.4K ﹤0.01% 1449
2025
Q2 		$438K Buy
+12,104
New +$404K ﹤0.01% 1346

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Integrated Wealth Concepts's UTG Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Reaves Utility Income Fund (UTG) stake by 51% in Q1 2026, buying an estimated $171K and bringing the position to 13,007 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Integrated Wealth Concepts first reported a position in UTG in Q2 2025 and has held it in 4 quarters since. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • Integrated Wealth Concepts held 13,007 shares of Reaves Utility Income Fund worth $511K as of Q1 2026.
  • Integrated Wealth Concepts bought 4,376 Reaves Utility Income Fund shares in Q1 2026, an estimated $171K.
  • Reaves Utility Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1529 holding.
  • Integrated Wealth Concepts first reported a position in Reaves Utility Income Fund in Q2 2025 and has held it in 4 quarters since.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.