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Medallion Wealth Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Medallion Wealth 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
Q1 		$19.6K Hold
500
– – 0.01% 655
2025
Q4 		$18.3K Hold
500
– – 0.01% 654
2025
Q3 		$19.8K Buy
+500
New +$18.9K 0.01% 634

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Medallion Wealth Advisors's UTG Position: Q1 2026 in Review

Medallion Wealth Advisors held its Reaves Utility Income Fund (UTG) position steady in Q1 2026 at 500 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #655.

Medallion Wealth Advisors first reported a position in UTG in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.8K in Q3 2025. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • Medallion Wealth Advisors held 500 shares of Reaves Utility Income Fund worth $19.6K as of Q1 2026.
  • Medallion Wealth Advisors left its Reaves Utility Income Fund share count unchanged in Q1 2026.
  • Reaves Utility Income Fund made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #655 holding.
  • Medallion Wealth Advisors first reported a position in Reaves Utility Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Medallion Wealth Advisors's Reaves Utility Income Fund position peaked at $19.8K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.