Sound View Wealth Advisors Group’s Reaves Utility Income Fund UTG Stock Holding History

Sound View Wealth Advisors Group’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	$560K	Buy	13,758 +9	+0.1%	+$376	0.03%	266
2026 Q1	$540K	Buy	13,749 +9	+0.1%	+$352	0.04%	261
2025 Q4	$503K	Sell	13,740 -363	-3%	-$13.8K	0.03%	268
2025 Q3	$559K	Sell	14,103 -622	-4%	-$23.5K	0.04%	260
2025 Q2	$533K	Sell	14,725 -884	-6%	-$29.5K	0.04%	255
2025 Q1	$508K	Sell	15,609 -380	-2%	-$12.5K	0.04%	256
2024 Q4	$507K	Buy	15,989 +685	+4%	+$22.5K	0.04%	260
2024 Q3	$502K	Sell	15,304 -1,164	-7%	-$34.3K	0.04%	253
2024 Q2	$450K	Sell	16,468 -97	-0.6%	-$2.64K	0.05%	244
2024 Q1	$447K	Sell	16,565 -2,057	-11%	-$54.3K	0.05%	250
2023 Q4	$498K	Sell	18,622 -4,298	-19%	-$110K	0.05%	234
2023 Q3	$565K	Sell	22,920 -244	-1%	-$6.55K	0.07%	204
2023 Q2	$635K	Sell	23,164 -26	-0.1%	-$728	0.08%	194
2023 Q1	$658K	Buy	23,190 +4,568	+25%	+$131K	0.09%	185
2022 Q4	$498K	Sell	18,622 -3,110	-14%	-$87.6K	0.05%	234
2022 Q3	$592K	Sell	21,732 -652	-3%	-$20.6K	0.13%	141
2022 Q2	$694K	Sell	22,384 -582	-3%	-$19.2K	0.15%	134
2022 Q1	$794K	Buy	22,966 +8	+0%	+$265	0.15%	130
2021 Q4	$806K	Sell	22,958 -3,392	-13%	-$114K	0.15%	133
2021 Q3	$864K	Sell	26,350 -1,543	-6%	-$54.3K	0.18%	127
2021 Q2	$957K	Sell	27,893 -799	-3%	-$27.7K	0.2%	115
2021 Q1	$961K	Sell	28,692 -507	-2%	-$16.5K	0.22%	101
2020 Q4	$957K	Buy	29,199 +1,007	+4%	+$33K	0.23%	101
2020 Q3	$882K	Sell	28,192 -1,357	-5%	-$42.7K	0.23%	101
2020 Q2	$892K	Sell	29,549 -426	-1%	-$13.1K	0.25%	100
2020 Q1	$862K	Sell	29,975 -350	-1%	-$12.2K	0.3%	87
2019 Q4	$1.12M	Sell	30,325 -1,247	-4%	-$45.7K	0.32%	87
2019 Q3	$1.16M	Buy	31,572 +500	+2%	+$18.2K	0.35%	83
2019 Q2	$1.11M	Buy	+31,072	New	+$1.07M	0.33%	87

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

Sound View Wealth Advisors Group's UTG Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Reaves Utility Income Fund (UTG) stake by 0.07% in Q2 2026, buying an estimated $376 and bringing the position to 13,758 shares worth $560K. The position accounts for 0.03% of the portfolio, ranked #266.

Sound View Wealth Advisors Group first reported a position in UTG in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.16M in Q3 2019. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Sound View Wealth Advisors Group held 13,758 shares of Reaves Utility Income Fund worth $560K as of Q2 2026.
Sound View Wealth Advisors Group bought 9 Reaves Utility Income Fund shares in Q2 2026, an estimated $376.
Reaves Utility Income Fund made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #266 holding.
Sound View Wealth Advisors Group first reported a position in Reaves Utility Income Fund in Q2 2019 and has held it in 29 quarters since.
Sound View Wealth Advisors Group's Reaves Utility Income Fund position peaked at $1.16M in Q3 2019.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.