XTX Topco’s Reaves Utility Income Fund UTG Stock Holding History

XTX Topco’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	$1.54M	Buy	37,884 +26,873	+244%	+$1.12M	0.02%	1368
2026 Q1	$433K	Buy	+11,011	New	+$430K	0.01%	2174
2025 Q3	–	Sell	-14,844	Closed	-$537K	–	3317
2025 Q2	$537K	Buy	+14,844	New	+$496K	0.02%	1047
2025 Q1	–	Sell	-16,455	Closed	-$521K	–	3155
2024 Q4	$521K	Sell	16,455 -8,054	-33%	-$265K	0.04%	743
2024 Q3	$804K	Buy	+24,509	New	+$721K	0.06%	527

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

XTX Topco's UTG Position: Q2 2026 in Review

XTX Topco increased its Reaves Utility Income Fund (UTG) stake by 244% in Q2 2026, buying an estimated $1.12M and bringing the position to 37,884 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #1368.

XTX Topco first reported a position in UTG in Q3 2024 and has held it in 5 quarters since. 264 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

XTX Topco held 37,884 shares of Reaves Utility Income Fund worth $1.54M as of Q2 2026.
XTX Topco bought 26,873 Reaves Utility Income Fund shares in Q2 2026, an estimated $1.12M.
Reaves Utility Income Fund made up 0.02% of XTX Topco's portfolio in Q2 2026, its #1368 holding.
XTX Topco first reported a position in Reaves Utility Income Fund in Q3 2024 and has held it in 5 quarters since.
264 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on XTX Topco's 13F filing for Q2 2026, filed 14 Aug 2026.