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

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return