Lido Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Lido 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	$4M	Sell	98,304 -52,285	-35%	-$2.18M	0.01%	560
2026 Q1	$5.92M	Buy	150,589 +554	+0.4%	+$21.7K	0.02%	421
2025 Q4	$5.94M	Hold	150,035	–	–	0.02%	423
2025 Q3	$5.94M	Sell	150,035 -159	-0.1%	-$6K	0.02%	402
2025 Q2	$5.43M	Buy	150,194 +822	+0.6%	+$27.5K	0.02%	352
2025 Q1	$4.86M	Buy	149,372 +10,309	+7%	+$339K	0.02%	345
2024 Q4	$4.43M	Hold	139,063	–	–	0.02%	348
2024 Q3	$4.56M	Hold	139,063	–	–	0.02%	319
2024 Q2	$3.8M	Buy	139,063 +3,790	+3%	+$103K	0.02%	324
2024 Q1	$3.65M	Buy	135,273 +26,785	+25%	+$707K	0.02%	325
2023 Q4	$2.92M	Buy	+108,488	New	+$2.77M	0.02%	337

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

Lido Advisors's UTG Position: Q2 2026 in Review

Lido Advisors reduced its Reaves Utility Income Fund (UTG) stake by 35% in Q2 2026, selling an estimated $2.18M and leaving 98,304 shares worth $4M. The position accounts for 0.01% of the portfolio, ranked #560.

Lido Advisors first reported a position in UTG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.94M in Q4 2025. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Lido Advisors held 98,304 shares of Reaves Utility Income Fund worth $4M as of Q2 2026.
Lido Advisors sold 52,285 Reaves Utility Income Fund shares in Q2 2026, an estimated $2.18M.
Reaves Utility Income Fund made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #560 holding.
Lido Advisors first reported a position in Reaves Utility Income Fund in Q4 2023 and has held it in 11 quarters since.
Lido Advisors's Reaves Utility Income Fund position peaked at $5.94M in Q4 2025.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.