Pinnacle Wealth Management Group’s Reaves Utility Income Fund UTG Stock Holding History

Pinnacle Wealth Management Group’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	$218K	Hold	5,350	–	–	0.1%	118
2026 Q1	$210K	Buy	+5,350	New	+$209K	0.1%	114
2025 Q4	–	Sell	-5,350	Closed	-$212K	–	137
2025 Q3	$212K	Buy	+5,350	New	+$202K	0.11%	122
2023 Q2	–	Sell	-7,200	Closed	-$204K	–	101
2023 Q1	$204K	Sell	7,200 -325	-4%	-$9.33K	0.18%	99
2022 Q4	$213K	Hold	7,525	–	–	0.19%	97
2022 Q3	$205K	Hold	7,525	–	–	0.18%	104
2022 Q2	$233K	Hold	7,525	–	–	0.2%	102
2022 Q1	$260K	Buy	7,525 +206	+3%	+$6.84K	0.2%	105
2021 Q4	$257K	Sell	7,319 -3,044	-29%	-$103K	0.19%	103
2021 Q3	$340K	Sell	10,363 -1,445	-12%	-$50.8K	0.26%	89
2021 Q2	$405K	Buy	+11,808	New	+$409K	0.3%	83

Other funds holding UTG

OFA

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Pinnacle Wealth Management Group's UTG Position: Q2 2026 in Review

Pinnacle Wealth Management Group held its Reaves Utility Income Fund (UTG) position steady in Q2 2026 at 5,350 shares worth $218K. The position accounts for 0.1% of the portfolio, ranked #118.

Pinnacle Wealth Management Group first reported a position in UTG in Q2 2021 and has held it in 11 quarters since. The position peaked at $405K in Q2 2021. 56 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Pinnacle Wealth Management Group held 5,350 shares of Reaves Utility Income Fund worth $218K as of Q2 2026.
Pinnacle Wealth Management Group left its Reaves Utility Income Fund share count unchanged in Q2 2026.
Reaves Utility Income Fund made up 0.1% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #118 holding.
Pinnacle Wealth Management Group first reported a position in Reaves Utility Income Fund in Q2 2021 and has held it in 11 quarters since.
Pinnacle Wealth Management Group's Reaves Utility Income Fund position peaked at $405K in Q2 2021.
56 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.