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BOLTON SECURITIES CORPORATION’s Reaves Utility Income Fund UTG Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$11.8K Buy
+300
New +$11.7K ﹤0.01% 1579
2025
Q3 		$11.9K Buy
+300
New +$11.3K ﹤0.01% 1507
2025
Q1 		$9.8K Buy
+300
New +$9.9K ﹤0.01% 1442

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's UTG Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Reaves Utility Income Fund (UTG) in Q1 2026: 300 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #1579 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in UTG as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in UTG in Q1 2025 and has held it in 3 quarters since. The position peaked at $11.9K in Q3 2025. 241 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 300 shares of Reaves Utility Income Fund worth $11.8K as of Q1 2026.
  • Reaves Utility Income Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Reaves Utility Income Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1579 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Reaves Utility Income Fund in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Reaves Utility Income Fund position peaked at $11.9K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.