JFS Wealth Advisors
UTG icon

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
Q3 		$14.1K Hold
410
– – ﹤0.01% 853
2026
Q2 		$16.7K Buy
+410
New +$17.1K ﹤0.01% 815

Other funds holding UTG

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Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

JFS Wealth Advisors's UTG Position: Q3 2026 in Review

JFS Wealth Advisors held its Reaves Utility Income Fund (UTG) position steady in Q3 2026 at 410 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

JFS Wealth Advisors first reported a position in UTG in Q2 2026 and has held it in 2 quarters since. The position peaked at $16.7K in Q2 2026. 116 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

  • JFS Wealth Advisors held 410 shares of Reaves Utility Income Fund worth $14.1K as of Q3 2026.
  • JFS Wealth Advisors left its Reaves Utility Income Fund share count unchanged in Q3 2026.
  • Reaves Utility Income Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #853 holding.
  • JFS Wealth Advisors first reported a position in Reaves Utility Income Fund in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Reaves Utility Income Fund position peaked at $16.7K in Q2 2026.
  • 116 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.