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SOA Wealth Advisors’s Reaves Utility Income Fund UTG Stock Holding History

SOA Wealth 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
2025
Q3 		– Sell
-613
Closed -$22.2K – 930
2025
Q2 		$22.2K Hold
613
– – ﹤0.01% 488
2025
Q1 		$19.9K Hold
613
– – ﹤0.01% 476
2024
Q4 		$19.4K Hold
613
– – ﹤0.01% 459
2024
Q3 		$20.1K Sell
613
-331
-35% -$9.74K ﹤0.01% 450
2024
Q2 		$25.8K Hold
944
– – 0.01% 401
2024
Q1 		$25.5K Hold
944
– – 0.01% 405
2023
Q4 		$25.2K Sell
944
-192
-17% -$4.91K 0.01% 391
2023
Q3 		$28K Hold
1,136
– – 0.01% 358
2023
Q2 		$31.1K Hold
1,136
– – 0.01% 349
2023
Q1 		$32.2K Hold
1,136
– – 0.01% 343
2022
Q4 		$32.1K Buy
1,136
+19
+2% +$535 0.01% 337
2022
Q3 		$30K Buy
1,117
+17
+2% +$538 0.01% 325
2022
Q2 		$34K Buy
1,100
+15
+1% +$495 0.01% 306
2022
Q1 		$37K Buy
1,085
+15
+1% +$498 0.01% 353
2021
Q4 		$37K Buy
1,070
+14
+1% +$472 0.01% 345
2021
Q3 		$34K Buy
1,056
+14
+1% +$493 0.01% 369
2021
Q2 		$35K Buy
1,042
+13
+1% +$451 0.01% 363
2021
Q1 		$34K Buy
1,029
+5
+0.5% +$162 0.01% 320
2020
Q4 		$33K Buy
+1,024
New +$33.5K 0.01% 317

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
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

SOA Wealth Advisors's UTG Position: Q3 2025 in Review

SOA Wealth Advisors sold out of Reaves Utility Income Fund (UTG) in Q3 2025, closing a stake of 613 shares — an estimated $22.2K sold.

SOA Wealth Advisors first reported a position in UTG in Q4 2020 and held it in 19 quarters. The position peaked at $37K in Q1 2022. 238 funds tracked by Wall St. Rank hold UTG as of Q3 2025.

  • SOA Wealth Advisors reported no remaining Reaves Utility Income Fund position as of Q3 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 613 Reaves Utility Income Fund shares in Q3 2025, an estimated $22.2K.
  • SOA Wealth Advisors first reported a position in Reaves Utility Income Fund in Q4 2020 and held it in 19 quarters.
  • SOA Wealth Advisors's Reaves Utility Income Fund position peaked at $37K in Q1 2022.
  • 238 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.