Wealth Enhancement Advisory Services
UTG icon

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

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return