PWM
UTG icon

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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Purus Wealth Management's UTG Position: Q2 2026 in Review

Purus Wealth Management increased its Reaves Utility Income Fund (UTG) stake by 16% in Q2 2026, buying an estimated $52.6K and bringing the position to 9,044 shares worth $368K. The position accounts for 0.1% of the portfolio, ranked #117.

Purus Wealth Management first reported a position in UTG in Q2 2025 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Purus Wealth Management held 9,044 shares of Reaves Utility Income Fund worth $368K as of Q2 2026.
  • Purus Wealth Management bought 1,259 Reaves Utility Income Fund shares in Q2 2026, an estimated $52.6K.
  • Reaves Utility Income Fund made up 0.1% of Purus Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Purus Wealth Management first reported a position in Reaves Utility Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Purus Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.