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 Q2	$20.4K	Hold	500	–	–	0.01%	632
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 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

Medallion Wealth Advisors's UTG Position: Q2 2026 in Review

Medallion Wealth Advisors held its Reaves Utility Income Fund (UTG) position steady in Q2 2026 at 500 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #632.

Medallion Wealth Advisors first reported a position in UTG in Q3 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Medallion Wealth Advisors held 500 shares of Reaves Utility Income Fund worth $20.4K as of Q2 2026.
Medallion Wealth Advisors left its Reaves Utility Income Fund share count unchanged in Q2 2026.
Reaves Utility Income Fund made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #632 holding.
Medallion Wealth Advisors first reported a position in Reaves Utility Income Fund in Q3 2025 and has held it in 4 quarters since.
264 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.