Investors Research Corp’s Reaves Utility Income Fund UTG Stock Holding History

Investors Research Corp’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 Q3	$243K	Hold	7,077	–	–	0.04%	248
2026 Q2	$288K	Hold	7,077	–	–	0.05%	225
2026 Q1	$278K	Hold	7,077	–	–	0.05%	225
2025 Q4	$259K	Hold	7,077	–	–	0.05%	263
2025 Q3	$280K	Hold	7,077	–	–	0.05%	263
2025 Q2	$256K	Hold	7,077	–	–	0.05%	272
2025 Q1	$230K	Hold	7,077	–	–	0.05%	270
2024 Q4	$224K	Hold	7,077	–	–	0.05%	284
2024 Q3	$232K	Hold	7,077	–	–	0.05%	293
2024 Q2	$193K	Hold	7,077	–	–	0.05%	307
2024 Q1	$191K	Hold	7,077	–	–	0.04%	332
2023 Q4	$189K	Hold	7,077	–	–	0.05%	346
2023 Q3	$174K	Hold	7,077	–	–	0.05%	339
2023 Q2	$194K	Buy	7,077 +46	+0.7%	+$1.29K	0.05%	333
2023 Q1	$200K	Buy	+7,031	New	+$202K	0.05%	325

Other funds holding UTG

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Investors Research Corp's UTG Position: Q3 2026 in Review

Investors Research Corp held its Reaves Utility Income Fund (UTG) position steady in Q3 2026 at 7,077 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #248.

Investors Research Corp first reported a position in UTG in Q1 2023 and has held it in 15 quarters since. The position peaked at $288K in Q2 2026. 17 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

Investors Research Corp held 7,077 shares of Reaves Utility Income Fund worth $243K as of Q3 2026.
Investors Research Corp left its Reaves Utility Income Fund share count unchanged in Q3 2026.
Reaves Utility Income Fund made up 0.04% of Investors Research Corp's portfolio in Q3 2026, its #248 holding.
Investors Research Corp first reported a position in Reaves Utility Income Fund in Q1 2023 and has held it in 15 quarters since.
Investors Research Corp's Reaves Utility Income Fund position peaked at $288K in Q2 2026.
17 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.