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 Q3	–	Sell	-5,350	Closed	-$218K	–	133
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Pinnacle Wealth Management Group's UTG Position: Q3 2026 in Review

Pinnacle Wealth Management Group sold out of Reaves Utility Income Fund (UTG) in Q3 2026, closing a stake of 5,350 shares — an estimated $218K sold.

Pinnacle Wealth Management Group first reported a position in UTG in Q2 2021 and held it in 11 quarters. The position peaked at $405K in Q2 2021. 141 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

Pinnacle Wealth Management Group reported no remaining Reaves Utility Income Fund position as of Q3 2026 after selling out during the quarter.
Pinnacle Wealth Management Group sold 5,350 Reaves Utility Income Fund shares in Q3 2026, an estimated $218K.
Pinnacle Wealth Management Group first reported a position in Reaves Utility Income Fund in Q2 2021 and held it in 11 quarters.
Pinnacle Wealth Management Group's Reaves Utility Income Fund position peaked at $405K in Q2 2021.
141 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.