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Walled Lake Planning & Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Walled Lake Planning & 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 		$757K Buy
19,260
+3,875
+25% +$151K 0.22% 53
2025
Q4 		$563K Hold
15,385
– – 0.18% 69
2025
Q3 		$610K Buy
15,385
+1,340
+10% +$50.6K 0.2% 62
2025
Q2 		$508K Buy
14,045
+3,175
+29% +$106K 0.17% 67
2025
Q1 		$354K Hold
10,870
– – 0.13% 89
2024
Q4 		$344K Hold
10,870
– – 0.13% 92
2024
Q3 		$357K Buy
10,870
+3,300
+44% +$97.1K 0.13% 87
2024
Q2 		$207K Hold
7,570
– – 0.08% 114
2024
Q1 		$204K Buy
+7,570
New +$200K 0.08% 110

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $57.3B 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 $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return