MGO One Seven’s Reaves Utility Income Fund UTG Stock Holding History

MGO One Seven’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	$589K	Buy	14,466 +740	+5%	+$30.9K	0.01%	899
2026 Q1	$539K	Hold	13,726	–	–	0.01%	879
2025 Q4	$502K	Hold	13,726	–	–	0.01%	875
2025 Q3	$544K	Hold	13,726	–	–	0.01%	787
2025 Q2	$497K	Buy	13,726 +555	+4%	+$18.5K	0.02%	730
2025 Q1	$429K	Hold	13,171	–	–	0.02%	684
2024 Q4	$417K	Buy	+13,171	New	+$433K	0.02%	701

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

MGO One Seven's UTG Position: Q2 2026 in Review

MGO One Seven increased its Reaves Utility Income Fund (UTG) stake by 5.4% in Q2 2026, buying an estimated $30.9K and bringing the position to 14,466 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #899.

MGO One Seven first reported a position in UTG in Q4 2024 and has held it in 7 quarters since. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

MGO One Seven held 14,466 shares of Reaves Utility Income Fund worth $589K as of Q2 2026.
MGO One Seven bought 740 Reaves Utility Income Fund shares in Q2 2026, an estimated $30.9K.
Reaves Utility Income Fund made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #899 holding.
MGO One Seven first reported a position in Reaves Utility Income Fund in Q4 2024 and has held it in 7 quarters since.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.