Sanctuary Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Sanctuary Advisors’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	$908K	Buy	22,294 +902	+4%	+$37.7K	﹤0.01%	1522
2026 Q1	$840K	Buy	21,392 +1,331	+7%	+$52K	﹤0.01%	1438
2025 Q4	$734K	Buy	20,061 +1,507	+8%	+$57.3K	﹤0.01%	1491
2025 Q3	$735K	Buy	18,554 +598	+3%	+$22.6K	﹤0.01%	1462
2025 Q2	$650K	Buy	17,956 +1,421	+9%	+$47.5K	﹤0.01%	1471
2025 Q1	$538K	Sell	16,535 -4,392	-21%	-$144K	﹤0.01%	1479
2024 Q4	$692K	Sell	20,927 -84,988	-80%	-$2.79M	﹤0.01%	1480
2024 Q3	$3.66M	Buy	105,915 +12,722	+14%	+$375K	0.02%	627
2024 Q2	$2.44M	Buy	+93,193	New	+$2.54M	0.02%	717

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

Sanctuary Advisors's UTG Position: Q2 2026 in Review

Sanctuary Advisors increased its Reaves Utility Income Fund (UTG) stake by 4.2% in Q2 2026, buying an estimated $37.7K and bringing the position to 22,294 shares worth $908K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Sanctuary Advisors first reported a position in UTG in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.66M in Q3 2024. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Sanctuary Advisors held 22,294 shares of Reaves Utility Income Fund worth $908K as of Q2 2026.
Sanctuary Advisors bought 902 Reaves Utility Income Fund shares in Q2 2026, an estimated $37.7K.
Reaves Utility Income Fund made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1522 holding.
Sanctuary Advisors first reported a position in Reaves Utility Income Fund in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Reaves Utility Income Fund position peaked at $3.66M in Q3 2024.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.