Q1WB
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Quest 10 Wealth Builders’s Reaves Utility Income Fund UTG Stock Holding History

Quest 10 Wealth Builders’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
Q1 		$27K Hold
687
– – 0.02% 294
2025
Q4 		$25.1K Hold
687
– – 0.02% 288
2025
Q3 		$27.2K Buy
+687
New +$25.9K 0.03% 235

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Quest 10 Wealth Builders's UTG Position: Q1 2026 in Review

Quest 10 Wealth Builders held its Reaves Utility Income Fund (UTG) position steady in Q1 2026 at 687 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #294.

Quest 10 Wealth Builders first reported a position in UTG in Q3 2025 and has held it in 3 quarters since. The position peaked at $27.2K in Q3 2025. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • Quest 10 Wealth Builders held 687 shares of Reaves Utility Income Fund worth $27K as of Q1 2026.
  • Quest 10 Wealth Builders left its Reaves Utility Income Fund share count unchanged in Q1 2026.
  • Reaves Utility Income Fund made up 0.02% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #294 holding.
  • Quest 10 Wealth Builders first reported a position in Reaves Utility Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Quest 10 Wealth Builders's Reaves Utility Income Fund position peaked at $27.2K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.