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Readystate Asset Management’s Reaves Utility Income Fund UTG Stock Holding History

Readystate Asset 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 		$605K Buy
+14,869
New +$621K 0.02% 603
2025
Q1 		– Sell
-23,537
Closed -$746K – 753
2024
Q4 		$746K Buy
+23,537
New +$774K 0.02% 423

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

Readystate Asset Management's UTG Position: Q2 2026 in Review

Readystate Asset Management opened a new position in Reaves Utility Income Fund (UTG) in Q2 2026: 14,869 shares worth $605K. The stake represents 0.02% of the portfolio and ranks #603 among its holdings. This is a return to the name: Readystate Asset Management previously reported a position in UTG as recently as Q4 2024.

Readystate Asset Management first reported a position in UTG in Q4 2024 and has held it in 2 quarters since. The position peaked at $746K in Q4 2024. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Readystate Asset Management held 14,869 shares of Reaves Utility Income Fund worth $605K as of Q2 2026.
  • Reaves Utility Income Fund was a new Readystate Asset Management position in Q2 2026.
  • Reaves Utility Income Fund made up 0.02% of Readystate Asset Management's portfolio in Q2 2026, its #603 holding.
  • Readystate Asset Management first reported a position in Reaves Utility Income Fund in Q4 2024 and has held it in 2 quarters since.
  • Readystate Asset Management's Reaves Utility Income Fund position peaked at $746K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Readystate Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.