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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return