LongView Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

LongView Wealth Management’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	$2.74M	Sell	67,338 -42	-0.1%	-$1.75K	0.7%	39
2026 Q1	$2.82M	Buy	67,380 +65	+0.1%	+$2.54K	0.71%	39
2025 Q4	$2.47M	Sell	67,315 -2,430	-3%	-$92.4K	0.6%	46
2025 Q3	$2.76M	Buy	69,745 +65	+0.1%	+$2.45K	0.75%	36
2025 Q2	$2.52M	Buy	69,680 +68	+0.1%	+$2.27K	0.76%	34
2025 Q1	$2.27M	Sell	69,612 -664	-0.9%	-$21.8K	0.68%	36
2024 Q4	$2.23M	Sell	70,276 -4,915	-7%	-$162K	0.68%	34
2024 Q3	$2.47M	Buy	75,191 +73	+0.1%	+$2.15K	0.79%	32
2024 Q2	$2.05M	Sell	75,118 -215	-0.3%	-$5.86K	0.76%	34
2024 Q1	$2.03M	Sell	75,333 -867	-1%	-$22.9K	0.81%	32
2023 Q4	$2.09M	Buy	+76,200	New	+$1.95M	0.93%	26

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

LongView Wealth Management's UTG Position: Q2 2026 in Review

LongView Wealth Management reduced its Reaves Utility Income Fund (UTG) stake by 0.06% in Q2 2026, selling an estimated $1.75K and leaving 67,338 shares worth $2.74M. The position accounts for 0.7% of the portfolio, ranked #39.

LongView Wealth Management first reported a position in UTG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.82M in Q1 2026. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

LongView Wealth Management held 67,338 shares of Reaves Utility Income Fund worth $2.74M as of Q2 2026.
LongView Wealth Management sold 42 Reaves Utility Income Fund shares in Q2 2026, an estimated $1.75K.
Reaves Utility Income Fund made up 0.7% of LongView Wealth Management's portfolio in Q2 2026, its #39 holding.
LongView Wealth Management first reported a position in Reaves Utility Income Fund in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Reaves Utility Income Fund position peaked at $2.82M in Q1 2026.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.