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 Q2	$343K	Buy	8,432 +2,242	+36%	+$93.6K	0.07%	278
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 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

Total Clarity Wealth Management's UTG Position: Q2 2026 in Review

Total Clarity Wealth Management increased its Reaves Utility Income Fund (UTG) stake by 36% in Q2 2026, buying an estimated $93.6K and bringing the position to 8,432 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #278.

Total Clarity Wealth Management first reported a position in UTG in Q4 2019 and has held it in 7 quarters since. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Total Clarity Wealth Management held 8,432 shares of Reaves Utility Income Fund worth $343K as of Q2 2026.
Total Clarity Wealth Management bought 2,242 Reaves Utility Income Fund shares in Q2 2026, an estimated $93.6K.
Reaves Utility Income Fund made up 0.07% of Total Clarity Wealth Management's portfolio in Q2 2026, its #278 holding.
Total Clarity Wealth Management first reported a position in Reaves Utility Income Fund in Q4 2019 and has held it in 7 quarters since.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.