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 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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Investors Research Corp's UTG Position: Q2 2026 in Review

Investors Research Corp held its Reaves Utility Income Fund (UTG) position steady in Q2 2026 at 7,077 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #225.

Investors Research Corp first reported a position in UTG in Q1 2023 and has held it in 14 quarters since. 45 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Investors Research Corp held 7,077 shares of Reaves Utility Income Fund worth $288K as of Q2 2026.
Investors Research Corp left its Reaves Utility Income Fund share count unchanged in Q2 2026.
Reaves Utility Income Fund made up 0.05% of Investors Research Corp's portfolio in Q2 2026, its #225 holding.
Investors Research Corp first reported a position in Reaves Utility Income Fund in Q1 2023 and has held it in 14 quarters since.
45 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.