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Simplicity Wealth’s Reaves Utility Income Fund UTG Stock Holding History

Simplicity Wealth’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 		– Sell
-9,379
Closed -$368K – 1050
2026
Q1 		$368K Buy
9,379
+1,260
+16% +$49.3K 0.02% 534
2025
Q4 		$297K Buy
+8,119
New +$309K 0.02% 557

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Simplicity Wealth's UTG Position: Q2 2026 in Review

Simplicity Wealth sold out of Reaves Utility Income Fund (UTG) in Q2 2026, closing a stake of 9,379 shares — an estimated $368K sold.

Simplicity Wealth first reported a position in UTG in Q4 2025 and held it in 2 quarters. The position peaked at $368K in Q1 2026. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Simplicity Wealth reported no remaining Reaves Utility Income Fund position as of Q2 2026 after selling out during the quarter.
  • Simplicity Wealth sold 9,379 Reaves Utility Income Fund shares in Q2 2026, an estimated $368K.
  • Simplicity Wealth first reported a position in Reaves Utility Income Fund in Q4 2025 and held it in 2 quarters.
  • Simplicity Wealth's Reaves Utility Income Fund position peaked at $368K in Q1 2026.
  • 263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.