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 Q3	$234K	Sell	6,819 -225	-3%	-$8.64K	0.05%	236
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

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

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

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

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

RDA Financial Network's UTG Position: Q3 2026 in Review

RDA Financial Network reduced its Reaves Utility Income Fund (UTG) stake by 3.2% in Q3 2026, selling an estimated $8.64K and leaving 6,819 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #236.

RDA Financial Network first reported a position in UTG in Q4 2020 and has held it in 6 quarters since. The position peaked at $287K in Q2 2026. 71 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

RDA Financial Network held 6,819 shares of Reaves Utility Income Fund worth $234K as of Q3 2026.
RDA Financial Network sold 225 Reaves Utility Income Fund shares in Q3 2026, an estimated $8.64K.
Reaves Utility Income Fund made up 0.05% of RDA Financial Network's portfolio in Q3 2026, its #236 holding.
RDA Financial Network first reported a position in Reaves Utility Income Fund in Q4 2020 and has held it in 6 quarters since.
RDA Financial Network's Reaves Utility Income Fund position peaked at $287K in Q2 2026.
71 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.