Mission Hills Financial Advisory’s Reaves Utility Income Fund UTG Stock Holding History

Mission Hills Financial Advisory’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	$1.17M	Buy	28,847 +9,818	+52%	+$410K	0.52%	34
2026 Q1	$747K	Buy	19,029 +2,143	+13%	+$83.8K	0.38%	28
2025 Q4	$618K	Buy	16,886 +1,619	+11%	+$61.6K	0.33%	29
2025 Q3	$605K	Buy	15,267 +2,893	+23%	+$109K	0.32%	29
2025 Q2	$448K	Buy	+12,374	New	+$413K	0.28%	31

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

Mission Hills Financial Advisory's UTG Position: Q2 2026 in Review

Mission Hills Financial Advisory increased its Reaves Utility Income Fund (UTG) stake by 52% in Q2 2026, buying an estimated $410K and bringing the position to 28,847 shares worth $1.17M. The position accounts for 0.52% of the portfolio, ranked #34.

Mission Hills Financial Advisory first reported a position in UTG in Q2 2025 and has held it in 5 quarters since. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Mission Hills Financial Advisory held 28,847 shares of Reaves Utility Income Fund worth $1.17M as of Q2 2026.
Mission Hills Financial Advisory bought 9,818 Reaves Utility Income Fund shares in Q2 2026, an estimated $410K.
Reaves Utility Income Fund made up 0.52% of Mission Hills Financial Advisory's portfolio in Q2 2026, its #34 holding.
Mission Hills Financial Advisory first reported a position in Reaves Utility Income Fund in Q2 2025 and has held it in 5 quarters since.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.