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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

RDA Financial Network's UTG Position: Q2 2026 in Review

RDA Financial Network reduced its Reaves Utility Income Fund (UTG) stake by 1.1% in Q2 2026, selling an estimated $3.13K and leaving 7,044 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #229.

RDA Financial Network first reported a position in UTG in Q4 2020 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

RDA Financial Network held 7,044 shares of Reaves Utility Income Fund worth $287K as of Q2 2026.
RDA Financial Network sold 75 Reaves Utility Income Fund shares in Q2 2026, an estimated $3.13K.
Reaves Utility Income Fund made up 0.06% of RDA Financial Network's portfolio in Q2 2026, its #229 holding.
RDA Financial Network first reported a position in Reaves Utility Income Fund in Q4 2020 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 RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.