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

JWCA

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

OFA

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

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

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 59 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.
59 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.