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SeaCrest Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

SeaCrest Wealth 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
2025
Q4 		– Sell
-5,020
Closed -$204K – 668
2025
Q3 		$204K Sell
5,020
-2,175
-30% -$82.1K 0.02% 592
2025
Q2 		$260K Buy
7,195
+700
+11% +$23.4K 0.03% 495
2025
Q1 		$211K Sell
6,495
-815
-11% -$26.8K 0.02% 603
2024
Q4 		$232K Buy
7,310
+490
+7% +$16.1K 0.02% 577
2024
Q3 		$224K Buy
+6,820
New +$201K 0.02% 584
2023
Q4 		– Sell
-9,070
Closed -$224K – 659
2023
Q3 		$224K Hold
9,070
– – 0.03% 532
2023
Q2 		$249K Sell
9,070
-1,800
-17% -$50.4K 0.03% 519
2023
Q1 		$308K Buy
10,870
+1,300
+14% +$37.3K 0.04% 452
2022
Q4 		$271K Buy
9,570
+1,200
+14% +$33.8K 0.04% 473
2022
Q3 		$228K Sell
8,370
-1,053
-11% -$33.3K 0.03% 509
2022
Q2 		$292K Sell
9,423
-1,000
-10% -$33K 0.04% 473
2022
Q1 		$360K Buy
+10,423
New +$346K 0.04% 464
2020
Q4 		– Sell
-13,893
Closed -$435K – 647
2020
Q3 		$435K Buy
13,893
+1,450
+12% +$45.6K 0.07% 280
2020
Q2 		$376K Buy
+12,443
New +$384K 0.07% 317
2019
Q2 		– Sell
-701
Closed -$24K – 1771
2019
Q1 		$24K Buy
701
+31
+5% +$979 ﹤0.01% 1221
2018
Q4 		$20K Hold
670
– – ﹤0.01% 1242
2018
Q3 		$21K Buy
+670
New +$20.4K ﹤0.01% 1359

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

SeaCrest Wealth Management's UTG Position: Q4 2025 in Review

SeaCrest Wealth Management sold out of Reaves Utility Income Fund (UTG) in Q4 2025, closing a stake of 5,020 shares — an estimated $204K sold.

SeaCrest Wealth Management first reported a position in UTG in Q3 2018 and held it in 17 quarters. The position peaked at $435K in Q3 2020. 239 funds tracked by Wall St. Rank hold UTG as of Q4 2025.

  • SeaCrest Wealth Management reported no remaining Reaves Utility Income Fund position as of Q4 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 5,020 Reaves Utility Income Fund shares in Q4 2025, an estimated $204K.
  • SeaCrest Wealth Management first reported a position in Reaves Utility Income Fund in Q3 2018 and held it in 17 quarters.
  • SeaCrest Wealth Management's Reaves Utility Income Fund position peaked at $435K in Q3 2020.
  • 239 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2025.

Based on SeaCrest Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.