Sunpointe’s Reaves Utility Income Fund UTG Stock Holding History

Sunpointe’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	$682K	Buy	16,760 +5	+0%	+$209	0.19%	114
2026 Q1	$658K	Sell	16,755 -1,072	-6%	-$41.9K	0.22%	107
2025 Q4	$656K	Sell	17,827 -600	-3%	-$22.8K	0.22%	99
2025 Q3	$730K	Buy	18,427 +653	+4%	+$24.6K	0.26%	89
2025 Q2	$643K	Sell	17,774 -5,955	-25%	-$199K	0.26%	89
2025 Q1	$772K	Buy	23,729 +3,205	+16%	+$105K	0.41%	51
2024 Q4	$654K	Buy	20,524 +1,960	+11%	+$64.4K	0.33%	66
2024 Q3	$609K	Sell	18,564 -5,307	-22%	-$156K	0.5%	51
2024 Q2	$652K	Buy	+23,871	New	+$650K	0.42%	48

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

Sunpointe's UTG Position: Q2 2026 in Review

Sunpointe increased its Reaves Utility Income Fund (UTG) stake by 0.03% in Q2 2026, buying an estimated $209 and bringing the position to 16,760 shares worth $682K. The position accounts for 0.19% of the portfolio, ranked #114.

Sunpointe first reported a position in UTG in Q2 2024 and has held it in 9 quarters since. The position peaked at $772K in Q1 2025. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Sunpointe held 16,760 shares of Reaves Utility Income Fund worth $682K as of Q2 2026.
Sunpointe bought 5 Reaves Utility Income Fund shares in Q2 2026, an estimated $209.
Reaves Utility Income Fund made up 0.19% of Sunpointe's portfolio in Q2 2026, its #114 holding.
Sunpointe first reported a position in Reaves Utility Income Fund in Q2 2024 and has held it in 9 quarters since.
Sunpointe's Reaves Utility Income Fund position peaked at $772K in Q1 2025.
263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.