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

Purus Wealth Management’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	$328K	Buy	9,559 +515	+6%	+$19.8K	0.09%	132
2026 Q2	$368K	Buy	9,044 +1,259	+16%	+$52.6K	0.1%	117
2026 Q1	$306K	Buy	7,785 +545	+8%	+$21.3K	0.1%	115
2025 Q4	$265K	Buy	7,240 +734	+11%	+$27.9K	0.08%	122
2025 Q3	$258K	Buy	6,506 +100	+2%	+$3.77K	0.08%	120
2025 Q2	$232K	Buy	+6,406	New	+$214K	0.08%	126

Other funds holding UTG

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Purus Wealth Management's UTG Position: Q3 2026 in Review

Purus Wealth Management increased its Reaves Utility Income Fund (UTG) stake by 5.7% in Q3 2026, buying an estimated $19.8K and bringing the position to 9,559 shares worth $328K. The position accounts for 0.09% of the portfolio, ranked #132.

Purus Wealth Management first reported a position in UTG in Q2 2025 and has held it in 6 quarters since. The position peaked at $368K in Q2 2026. 109 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

Purus Wealth Management held 9,559 shares of Reaves Utility Income Fund worth $328K as of Q3 2026.
Purus Wealth Management bought 515 Reaves Utility Income Fund shares in Q3 2026, an estimated $19.8K.
Reaves Utility Income Fund made up 0.09% of Purus Wealth Management's portfolio in Q3 2026, its #132 holding.
Purus Wealth Management first reported a position in Reaves Utility Income Fund in Q2 2025 and has held it in 6 quarters since.
Purus Wealth Management's Reaves Utility Income Fund position peaked at $368K in Q2 2026.
109 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

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