Salomon & Ludwin’s Reaves Utility Income Fund UTG Stock Holding History

Salomon & Ludwin’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	$23.2K	Hold	580	–	–	﹤0.01%	1035
2026 Q1	$23.1K	Hold	580	–	–	﹤0.01%	985
2025 Q4	$21.5K	Hold	580	–	–	﹤0.01%	846
2025 Q3	$23.3K	Hold	580	–	–	﹤0.01%	721
2025 Q2	$20.8K	Hold	580	–	–	﹤0.01%	382
2025 Q1	$18.9K	Hold	580	–	–	﹤0.01%	370
2024 Q4	$18.4K	Hold	580	–	–	﹤0.01%	366
2024 Q3	$19K	Hold	580	–	–	﹤0.01%	376
2024 Q2	$15.8K	Hold	580	–	–	﹤0.01%	392
2024 Q1	$15.6K	Hold	580	–	–	﹤0.01%	498
2023 Q4	$14.3K	Hold	580	–	–	﹤0.01%	454
2023 Q3	$14.3K	Buy	+580	New	+$15.6K	﹤0.01%	453

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

Salomon & Ludwin's UTG Position: Q2 2026 in Review

Salomon & Ludwin held its Reaves Utility Income Fund (UTG) position steady in Q2 2026 at 580 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Salomon & Ludwin first reported a position in UTG in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.3K in Q3 2025. 264 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Salomon & Ludwin held 580 shares of Reaves Utility Income Fund worth $23.2K as of Q2 2026.
Salomon & Ludwin left its Reaves Utility Income Fund share count unchanged in Q2 2026.
Reaves Utility Income Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1035 holding.
Salomon & Ludwin first reported a position in Reaves Utility Income Fund in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's Reaves Utility Income Fund position peaked at $23.3K in Q3 2025.
264 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.