Root Financial Partners
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Root Financial Partners’s Reaves Utility Income Fund UTG Stock Holding History

Root Financial Partners’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 		$2.42K Buy
+70
New +$2.69K ﹤0.01% 2554
2026
Q1 		– Sell
-383
Closed -$14K – 3550
2025
Q4 		$14K Buy
+383
New +$14.6K ﹤0.01% 1351

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J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
GBFG
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Oak Family Advisors
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Root Financial Partners's UTG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Reaves Utility Income Fund (UTG) in Q3 2026: 70 shares worth $2.42K. The stake represents ﹤0.01% of the portfolio and ranks #2554 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UTG as recently as Q4 2025.

Root Financial Partners first reported a position in UTG in Q4 2025 and has held it in 2 quarters since. The position peaked at $14K in Q4 2025. 224 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

  • Root Financial Partners held 70 shares of Reaves Utility Income Fund worth $2.42K as of Q3 2026.
  • Reaves Utility Income Fund was a new Root Financial Partners position in Q3 2026.
  • Reaves Utility Income Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2554 holding.
  • Root Financial Partners first reported a position in Reaves Utility Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's Reaves Utility Income Fund position peaked at $14K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.