Prospera Financial Services’s Reaves Utility Income Fund UTG Stock Holding History

Prospera Financial Services’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	$1.01M	Buy	24,846 +6,045	+32%	+$252K	0.01%	762
2026 Q1	$739K	Sell	18,801 -377	-2%	-$14.7K	0.01%	843
2025 Q4	$702K	Sell	19,178 -96	-0.5%	-$3.65K	0.01%	810
2025 Q3	$764K	Sell	19,274 -222	-1%	-$8.38K	0.01%	782
2025 Q2	$705K	Buy	19,496 +1,795	+10%	+$60K	0.01%	780
2025 Q1	$576K	Buy	17,701 +4,512	+34%	+$148K	0.01%	724
2024 Q4	$418K	Buy	13,189 +2,286	+21%	+$75.2K	0.01%	807
2024 Q3	$358K	Buy	10,903 +870	+9%	+$25.6K	0.01%	854
2024 Q2	$274K	Buy	+10,033	New	+$273K	0.01%	953

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

Prospera Financial Services's UTG Position: Q2 2026 in Review

Prospera Financial Services increased its Reaves Utility Income Fund (UTG) stake by 32% in Q2 2026, buying an estimated $252K and bringing the position to 24,846 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #762.

Prospera Financial Services first reported a position in UTG in Q2 2024 and has held it in 9 quarters since. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Prospera Financial Services held 24,846 shares of Reaves Utility Income Fund worth $1.01M as of Q2 2026.
Prospera Financial Services bought 6,045 Reaves Utility Income Fund shares in Q2 2026, an estimated $252K.
Reaves Utility Income Fund made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #762 holding.
Prospera Financial Services first reported a position in Reaves Utility Income Fund in Q2 2024 and has held it in 9 quarters since.
263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.