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TD Waterhouse Canada’s Reaves Utility Income Fund UTG Stock Holding History

TD Waterhouse Canada’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 		$40K Hold
1,000
– – ﹤0.01% 1482
2026
Q1 		$39.5K Buy
+1,000
New +$39.1K ﹤0.01% 1417

Other funds holding UTG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $351M AUM
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TD Waterhouse Canada's UTG Position: Q2 2026 in Review

TD Waterhouse Canada held its Reaves Utility Income Fund (UTG) position steady in Q2 2026 at 1,000 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

TD Waterhouse Canada first reported a position in UTG in Q1 2026 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • TD Waterhouse Canada held 1,000 shares of Reaves Utility Income Fund worth $40K as of Q2 2026.
  • TD Waterhouse Canada left its Reaves Utility Income Fund share count unchanged in Q2 2026.
  • Reaves Utility Income Fund made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #1482 holding.
  • TD Waterhouse Canada first reported a position in Reaves Utility Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.