JFS Wealth Advisors’s Reaves Utility Income Fund UTG Stock Holding History

JFS Wealth Advisors’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	$16.7K	Buy	+410	New	+$17.1K	﹤0.01%	815

Other funds holding UTG

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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 $43.3B AUM 29.3% 1-Year Est. Return

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

JFS Wealth Advisors's UTG Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Reaves Utility Income Fund (UTG) in Q2 2026: 410 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings.

113 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

JFS Wealth Advisors held 410 shares of Reaves Utility Income Fund worth $16.7K as of Q2 2026.
Reaves Utility Income Fund was a new JFS Wealth Advisors position in Q2 2026.
Reaves Utility Income Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #815 holding.
113 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.