Motiv8 Investments’s Reaves Utility Income Fund UTG Stock Holding History

Motiv8 Investments’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
2025 Q4	$3	Buy	+70	New	+$2.66K	﹤0.01%	706

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Motiv8 Investments's UTG Position: Q4 2025 in Review

Motiv8 Investments opened a new position in Reaves Utility Income Fund (UTG) in Q4 2025: 70 shares worth $3. The stake represents ﹤0.01% of the portfolio and ranks #706 among its holdings.

238 funds tracked by Wall St. Rank hold UTG as of Q4 2025.

Motiv8 Investments held 70 shares of Reaves Utility Income Fund worth $3 as of Q4 2025.
Reaves Utility Income Fund was a new Motiv8 Investments position in Q4 2025.
Reaves Utility Income Fund made up ﹤0.01% of Motiv8 Investments's portfolio in Q4 2025, its #706 holding.
238 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.