TCWM
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Total Clarity Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Total Clarity Wealth Management’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 		$243K Buy
+6,190
New +$242K 0.06% 273
2022
Q3 		– Sell
-4,557
Closed -$141K – 942
2022
Q2 		$141K Buy
+4,557
New +$150K 0.07% 266
2022
Q1 		– Sell
-6,048
Closed -$212K – 881
2021
Q4 		$212K Buy
6,048
+933
+18% +$31.4K 0.1% 207
2021
Q3 		$168K Buy
+5,115
New +$180K 0.08% 233
2021
Q2 		– Sell
-2,748
Closed -$92K – 720
2021
Q1 		$92K Buy
+2,748
New +$89.2K 0.05% 254
2020
Q1 		– Sell
-1,190
Closed -$44K – 593
2019
Q4 		$44K Buy
+1,190
New +$43.6K 0.03% 286

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