RDA Financial Network’s Reaves Utility Income Fund UTG Stock Holding History

RDA Financial Network’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	$287K	Sell	7,044 -75	-1%	-$3.13K	0.06%	229
2026 Q1	$280K	Buy	7,119 +15	+0.2%	+$586	0.07%	226
2025 Q4	$260K	Buy	7,104 +1,760	+33%	+$66.9K	0.06%	226
2025 Q3	$212K	Buy	+5,344	New	+$202K	0.05%	250
2021 Q1	–	Sell	-6,114	Closed	-$200K	–	241
2020 Q4	$200K	Buy	+6,114	New	+$200K	0.09%	213

Other funds holding UTG

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Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return