Western Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Western 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 Q2	$323K	Buy	7,927 +390	+5%	+$16.3K	0.01%	809
2026 Q1	$3.43M	Sell	7,537 -585	-7%	-$22.9K	0.13%	162
2025 Q4	$297K	Buy	8,122 +1,269	+19%	+$48.3K	0.01%	662
2025 Q3	$272K	Sell	6,853 -242	-3%	-$9.13K	0.01%	628
2025 Q2	$257K	Buy	+7,095	New	+$237K	0.02%	602
2024 Q4	–	Sell	-7,991	Closed	-$262K	–	790
2024 Q3	$262K	Buy	7,991 +17	+0.2%	+$500	0.01%	644
2024 Q2	$218K	Buy	7,974 +59	+0.7%	+$1.61K	0.02%	606
2024 Q1	$213K	Buy	+7,915	New	+$209K	0.02%	611
2023 Q3	–	Sell	-12,688	Closed	-$348K	–	674
2023 Q2	$348K	Buy	12,688 +27	+0.2%	+$756	0.03%	466
2023 Q1	$359K	Buy	12,661 +1,975	+18%	+$56.7K	0.03%	453
2022 Q4	$302K	Sell	10,686 -8,666	-45%	-$244K	0.03%	461
2022 Q3	$527K	Buy	19,352 +21	+0.1%	+$664	0.03%	465
2022 Q2	$600K	Buy	19,331 +243	+1%	+$8.02K	0.03%	422
2022 Q1	$660K	Buy	+19,088	New	+$633K	0.03%	444

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

Western Wealth Management's UTG Position: Q2 2026 in Review

Western Wealth Management increased its Reaves Utility Income Fund (UTG) stake by 5.2% in Q2 2026, buying an estimated $16.3K and bringing the position to 7,927 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #809.

Western Wealth Management first reported a position in UTG in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.43M in Q1 2026. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Western Wealth Management held 7,927 shares of Reaves Utility Income Fund worth $323K as of Q2 2026.
Western Wealth Management bought 390 Reaves Utility Income Fund shares in Q2 2026, an estimated $16.3K.
Reaves Utility Income Fund made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #809 holding.
Western Wealth Management first reported a position in Reaves Utility Income Fund in Q1 2022 and has held it in 14 quarters since.
Western Wealth Management's Reaves Utility Income Fund position peaked at $3.43M in Q1 2026.
263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.