LifeSteps Financial’s Reaves Utility Income Fund UTG Stock Holding History

LifeSteps Financial’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	$2.04K	Buy	+50	New	+$2.09K	﹤0.01%	677

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 $44.6B AUM 28.94% 1-Year Est. Return

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

LifeSteps Financial's UTG Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Reaves Utility Income Fund (UTG) in Q2 2026: 50 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #677 among its holdings.

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

LifeSteps Financial held 50 shares of Reaves Utility Income Fund worth $2.04K as of Q2 2026.
Reaves Utility Income Fund was a new LifeSteps Financial position in Q2 2026.
Reaves Utility Income Fund made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #677 holding.
114 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.