Wealthcare Advisory Partners’s Reaves Utility Income Fund UTG Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-11,795	Closed	-$463K	–	1154
2026 Q1	$463K	Buy	11,795 +1,413	+14%	+$55.2K	0.01%	721
2025 Q4	$380K	Buy	10,382 +1,166	+13%	+$44.3K	0.01%	786
2025 Q3	$365K	Buy	9,216 +522	+6%	+$19.7K	0.01%	775
2025 Q2	$315K	Buy	8,694 +492	+6%	+$16.4K	0.01%	774
2025 Q1	$267K	Buy	8,202 +993	+14%	+$32.7K	0.01%	777
2024 Q4	$228K	Buy	7,209 +590	+9%	+$19.4K	0.01%	809
2024 Q3	$217K	Buy	+6,619	New	+$195K	0.01%	805

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

Wealthcare Advisory Partners's UTG Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of Reaves Utility Income Fund (UTG) in Q2 2026, closing a stake of 11,795 shares — an estimated $463K sold.

Wealthcare Advisory Partners first reported a position in UTG in Q3 2024 and held it in 7 quarters. The position peaked at $463K in Q1 2026. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Wealthcare Advisory Partners reported no remaining Reaves Utility Income Fund position as of Q2 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 11,795 Reaves Utility Income Fund shares in Q2 2026, an estimated $463K.
Wealthcare Advisory Partners first reported a position in Reaves Utility Income Fund in Q3 2024 and held it in 7 quarters.
Wealthcare Advisory Partners's Reaves Utility Income Fund position peaked at $463K in Q1 2026.
263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.