Proficio Capital Partners’s Reaves Utility Income Fund UTG Stock Holding History

Proficio Capital Partners’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	–	Sell	-5,075	Closed	-$201K	–	266
2025 Q3	$201K	Buy	+5,075	New	+$191K	0.01%	218
2019 Q3	–	Sell	-5,075	Closed	-$182K	–	1467
2019 Q2	$182K	Hold	5,075	–	–	0.06%	137
2019 Q1	$171K	Hold	5,075	–	–	0.06%	146
2018 Q4	$149K	Hold	5,075	–	–	0.07%	131
2018 Q3	$156K	Hold	5,075	–	–	0.05%	147
2018 Q2	$147K	Hold	5,075	–	–	0.06%	156
2018 Q1	$143K	Hold	5,075	–	–	0.04%	163
2017 Q4	$157K	Hold	5,075	–	–	0.05%	149
2017 Q3	$161K	Hold	5,075	–	–	0.07%	189
2017 Q2	$181K	Hold	5,075	–	–	0.08%	185
2017 Q1	$176K	Hold	5,075	–	–	0.08%	181
2016 Q4	$156K	Hold	5,075	–	–	0.07%	151
2016 Q3	$155K	Hold	5,075	–	–	0.09%	146
2016 Q2	$163K	Hold	5,075	–	–	0.1%	143
2016 Q1	$152K	Buy	5,075 +1,200	+31%	+$32.9K	0.13%	112
2015 Q4	$101K	Buy	+3,875	New	+$107K	0.1%	103

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Proficio Capital Partners's UTG Position: Q4 2025 in Review

Proficio Capital Partners sold out of Reaves Utility Income Fund (UTG) in Q4 2025, closing a stake of 5,075 shares — an estimated $201K sold.

Proficio Capital Partners first reported a position in UTG in Q4 2015 and held it in 16 quarters. The position peaked at $201K in Q3 2025. 239 funds tracked by Wall St. Rank hold UTG as of Q4 2025.

Proficio Capital Partners reported no remaining Reaves Utility Income Fund position as of Q4 2025 after selling out during the quarter.
Proficio Capital Partners sold 5,075 Reaves Utility Income Fund shares in Q4 2025, an estimated $201K.
Proficio Capital Partners first reported a position in Reaves Utility Income Fund in Q4 2015 and held it in 16 quarters.
Proficio Capital Partners's Reaves Utility Income Fund position peaked at $201K in Q3 2025.
239 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2025.

Based on Proficio Capital Partners's 13F filing for Q4 2025, filed 12 Feb 2026.