Leslie Global Wealth’s Reaves Utility Income Fund UTG Stock Holding History

Leslie Global Wealth’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	$394K	Hold	9,667	–	–	0.15%	59
2026 Q1	$380K	Hold	9,667	–	–	0.2%	49
2025 Q4	$354K	Hold	9,667	–	–	0.16%	49
2025 Q3	$383K	Hold	9,667	–	–	0.18%	49
2025 Q2	$350K	Hold	9,667	–	–	0.19%	52
2025 Q1	$315K	Hold	9,667	–	–	0.15%	54
2024 Q4	$306K	Hold	9,667	–	–	0.14%	54
2024 Q3	$317K	Hold	9,667	–	–	0.15%	53
2024 Q2	$264K	Buy	+9,667	New	+$263K	0.15%	47

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JWCA

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

Leslie Global Wealth's UTG Position: Q2 2026 in Review

Leslie Global Wealth held its Reaves Utility Income Fund (UTG) position steady in Q2 2026 at 9,667 shares worth $394K. The position accounts for 0.15% of the portfolio, ranked #59.

Leslie Global Wealth first reported a position in UTG in Q2 2024 and has held it in 9 quarters since. 264 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Leslie Global Wealth held 9,667 shares of Reaves Utility Income Fund worth $394K as of Q2 2026.
Leslie Global Wealth left its Reaves Utility Income Fund share count unchanged in Q2 2026.
Reaves Utility Income Fund made up 0.15% of Leslie Global Wealth's portfolio in Q2 2026, its #59 holding.
Leslie Global Wealth first reported a position in Reaves Utility Income Fund in Q2 2024 and has held it in 9 quarters since.
264 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.