Wealth Enhancement Advisory Services’s Reaves Utility Income Fund UTG Stock Holding History

Wealth Enhancement Advisory Services’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	$1.95M	Buy	47,690 +3,097	+7%	+$129K	﹤0.01%	1590
2026 Q1	$1.78M	Sell	44,593 -21,755	-33%	-$850K	﹤0.01%	1463
2025 Q4	$2.47M	Buy	66,348 +5,223	+9%	+$199K	﹤0.01%	1399
2025 Q3	$2.48M	Buy	61,125 +6,418	+12%	+$242K	﹤0.01%	1323
2025 Q2	$1.97M	Buy	54,707 +7,733	+16%	+$258K	﹤0.01%	1357
2025 Q1	$1.53M	Buy	46,974 +25,657	+120%	+$844K	﹤0.01%	1380
2024 Q4	$676K	Buy	21,317 +2,673	+14%	+$87.9K	﹤0.01%	1784
2024 Q3	$612K	Buy	+18,644	New	+$549K	﹤0.01%	1683
2024 Q2	–	Sell	-11,170	Closed	-$301K	–	2707
2024 Q1	$301K	Sell	11,170 -5,397	-33%	-$142K	﹤0.01%	1918
2023 Q4	$443K	Sell	16,567 -3,387	-17%	-$86.6K	﹤0.01%	1584
2023 Q3	$492K	Buy	+19,954	New	+$536K	﹤0.01%	1431

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

Wealth Enhancement Advisory Services's UTG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Reaves Utility Income Fund (UTG) stake by 6.9% in Q2 2026, buying an estimated $129K and bringing the position to 47,690 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Wealth Enhancement Advisory Services first reported a position in UTG in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.48M in Q3 2025. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Wealth Enhancement Advisory Services held 47,690 shares of Reaves Utility Income Fund worth $1.95M as of Q2 2026.
Wealth Enhancement Advisory Services bought 3,097 Reaves Utility Income Fund shares in Q2 2026, an estimated $129K.
Reaves Utility Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1590 holding.
Wealth Enhancement Advisory Services first reported a position in Reaves Utility Income Fund in Q3 2023 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's Reaves Utility Income Fund position peaked at $2.48M in Q3 2025.
263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.