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Strategic Family Wealth Counselors’s Reaves Utility Income Fund UTG Stock Holding History

Strategic Family Wealth Counselors’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 		$1.96M Sell
48,173
-1,722
-3% -$71.9K 0.46% 49
2026
Q1 		$1.96M Buy
49,895
+204
+0.4% +$7.97K 0.51% 47
2025
Q4 		$1.85M Buy
49,691
+11,927
+32% +$453K 0.41% 57
2025
Q3 		$1.5M Buy
37,764
+9,691
+35% +$366K 0.39% 54
2025
Q2 		$1.02M Sell
28,073
-188
-0.7% -$6.28K 0.29% 63
2025
Q1 		$920K Buy
28,261
+398
+1% +$13.1K 0.3% 62
2024
Q4 		$883K Buy
27,863
+1,931
+7% +$63.5K 0.29% 63
2024
Q3 		$851K Sell
25,932
-155
-0.6% -$4.56K 0.3% 57
2024
Q2 		$713K Buy
26,087
+7,649
+41% +$208K 0.27% 60
2024
Q1 		$497K Buy
18,438
+8,098
+78% +$214K 0.2% 67
2023
Q4 		$276K Sell
10,340
-3,713
-26% -$94.9K 0.12% 91
2023
Q3 		$346K Buy
14,053
+2,373
+20% +$63.7K 0.17% 70
2023
Q2 		$320K Buy
+11,680
New +$327K 0.15% 74

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

Strategic Family Wealth Counselors's UTG Position: Q2 2026 in Review

Strategic Family Wealth Counselors reduced its Reaves Utility Income Fund (UTG) stake by 3.5% in Q2 2026, selling an estimated $71.9K and leaving 48,173 shares worth $1.96M. The position accounts for 0.46% of the portfolio, ranked #49.

Strategic Family Wealth Counselors first reported a position in UTG in Q2 2023 and has held it in 13 quarters since. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Strategic Family Wealth Counselors held 48,173 shares of Reaves Utility Income Fund worth $1.96M as of Q2 2026.
  • Strategic Family Wealth Counselors sold 1,722 Reaves Utility Income Fund shares in Q2 2026, an estimated $71.9K.
  • Reaves Utility Income Fund made up 0.46% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #49 holding.
  • Strategic Family Wealth Counselors first reported a position in Reaves Utility Income Fund in Q2 2023 and has held it in 13 quarters since.
  • 262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.