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Stratos Wealth Partners’s Reaves Utility Income Fund UTG Stock Holding History

Stratos Wealth Partners’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 		$2.3M Buy
56,442
+4,588
+9% +$192K 0.02% 555
2026
Q1 		$2.04M Buy
51,854
+2,189
+4% +$85.6K 0.02% 564
2025
Q4 		$1.82M Buy
49,665
+4,036
+9% +$153K 0.02% 567
2025
Q3 		$1.81M Buy
45,629
+5,254
+13% +$198K 0.02% 563
2025
Q2 		$1.46M Buy
40,375
+7,221
+22% +$241K 0.02% 579
2025
Q1 		$1.08M Sell
33,154
-981
-3% -$32.3K 0.02% 629
2024
Q4 		$1.08M Buy
34,135
+1,771
+5% +$58.2K 0.02% 665
2024
Q3 		$1.06M Buy
32,364
+9,124
+39% +$269K 0.02% 658
2024
Q2 		$635K Buy
23,240
+7,211
+45% +$196K 0.01% 814
2024
Q1 		$432K Buy
16,029
+80
+0.5% +$2.11K 0.01% 949
2023
Q4 		$426K Buy
+15,949
New +$408K 0.01% 928
2022
Q3 		– Sell
-6,989
Closed -$217K – 1229
2022
Q2 		$217K Sell
6,989
-500
-7% -$16.5K 0.01% 1055
2022
Q1 		$259K Buy
7,489
+200
+3% +$6.64K 0.01% 1048
2021
Q4 		$256K Buy
7,289
+120
+2% +$4.04K 0.01% 1065
2021
Q3 		$235K Hold
7,169
– – 0.01% 1037
2021
Q2 		$246K Buy
+7,169
New +$249K 0.01% 1044
2020
Q1 		– Sell
-5,463
Closed -$202K – 1045
2019
Q4 		$202K Sell
5,463
-300
-5% -$11K 0.01% 915
2019
Q3 		$212K Buy
+5,763
New +$210K 0.01% 868
2018
Q4 		– Sell
-6,688
Closed -$205K – 2424
2018
Q3 		$205K Buy
+6,688
New +$204K 0.01% 833
2018
Q2 		– Sell
-6,688
Closed -$189K – 2507
2018
Q1 		$189K Buy
6,688
+1,763
+36% +$51.2K 0.01% 930
2017
Q4 		$152K Buy
+4,925
New +$153K 0.01% 988
2017
Q3 		– Sell
-7,423
Closed -$255K – 965
2017
Q2 		$255K Hold
7,423
– – 0.01% 694
2017
Q1 		$240K Hold
7,423
– – 0.01% 659
2016
Q4 		$228K Buy
+7,423
New +$221K 0.01% 610

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

Stratos Wealth Partners's UTG Position: Q2 2026 in Review

Stratos Wealth Partners increased its Reaves Utility Income Fund (UTG) stake by 8.8% in Q2 2026, buying an estimated $192K and bringing the position to 56,442 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #555.

Stratos Wealth Partners first reported a position in UTG in Q4 2016 and has held it in 24 quarters since. 264 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Stratos Wealth Partners held 56,442 shares of Reaves Utility Income Fund worth $2.3M as of Q2 2026.
  • Stratos Wealth Partners bought 4,588 Reaves Utility Income Fund shares in Q2 2026, an estimated $192K.
  • Reaves Utility Income Fund made up 0.02% of Stratos Wealth Partners's portfolio in Q2 2026, its #555 holding.
  • Stratos Wealth Partners first reported a position in Reaves Utility Income Fund in Q4 2016 and has held it in 24 quarters since.
  • 264 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.