Visionary Wealth Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Visionary Wealth Advisors’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	$707K	Buy	17,366 +4,033	+30%	+$168K	0.03%	371
2026 Q1	$524K	Buy	13,333 +868	+7%	+$33.9K	0.02%	392
2025 Q4	$456K	Sell	12,465 -751	-6%	-$28.6K	0.02%	403
2025 Q3	$524K	Buy	13,216 +1,596	+14%	+$60.2K	0.02%	375
2025 Q2	$420K	Buy	11,620 +3,754	+48%	+$125K	0.02%	392
2025 Q1	$256K	Buy	7,866 +1,094	+16%	+$36K	0.02%	479
2024 Q4	$215K	Buy	+6,772	New	+$223K	0.01%	501

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

Visionary Wealth Advisors's UTG Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Reaves Utility Income Fund (UTG) stake by 30% in Q2 2026, buying an estimated $168K and bringing the position to 17,366 shares worth $707K. The position accounts for 0.03% of the portfolio, ranked #371.

Visionary Wealth Advisors first reported a position in UTG in Q4 2024 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Visionary Wealth Advisors held 17,366 shares of Reaves Utility Income Fund worth $707K as of Q2 2026.
Visionary Wealth Advisors bought 4,033 Reaves Utility Income Fund shares in Q2 2026, an estimated $168K.
Reaves Utility Income Fund made up 0.03% of Visionary Wealth Advisors's portfolio in Q2 2026, its #371 holding.
Visionary Wealth Advisors first reported a position in Reaves Utility Income Fund in Q4 2024 and has held it in 7 quarters since.
263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.