PFS
UTG icon

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

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JCFM
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IFG
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SAM
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Wealth Enhancement Advisory Services
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RDWM
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MIM
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AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return