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 Q3	$19.9K	Hold	580	–	–	﹤0.01%	958
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

Salomon & Ludwin's UTG Position: Q3 2026 in Review

Salomon & Ludwin held its Reaves Utility Income Fund (UTG) position steady in Q3 2026 at 580 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Salomon & Ludwin first reported a position in UTG in Q3 2023 and has held it in 13 quarters since. The position peaked at $23.3K in Q3 2025. 124 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

Salomon & Ludwin held 580 shares of Reaves Utility Income Fund worth $19.9K as of Q3 2026.
Salomon & Ludwin left its Reaves Utility Income Fund share count unchanged in Q3 2026.
Reaves Utility Income Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #958 holding.
Salomon & Ludwin first reported a position in Reaves Utility Income Fund in Q3 2023 and has held it in 13 quarters since.
Salomon & Ludwin's Reaves Utility Income Fund position peaked at $23.3K in Q3 2025.
124 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.