NWF Advisory Services Inc.

Position in UTG — Reaves Utility Income Fund

CIK 2045735 Los Angeles, CA

Position in UTG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,818,842

+$865,723 QoQ

Shares Held

69,225

+39.2% QoQ

Ownership

0.076%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#36

of 259 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NWF Advisory Services Inc. holds $56,297,290 across 102 Asset Management names. UTG ranks #3 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	299,535	$4,142,569
2	BST	BlackRock Science & Technology Trust	70,005	$3,549,953
3	UTG	Reaves Utility Income Fund This page	69,225	$2,818,842
4	UTF	Cohen & Steers Infrastructure Fund Inc	82,777	$2,283,817
5	HQH	abrdn Healthcare Investors	98,507	$2,165,183
6	SRV	NXG Cushing Midstream Energy Fund	40,510	$2,029,145
7	HIX	Western Asset High Income Fund II Inc.	420,600	$1,665,576
8	AWP	abrdn Global Premier Properties Fund	133,090	$1,575,785

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,818,842	69,225	+39.2%	Shares	Sole	2026-07-29
2026-03-31	$1,953,119	49,723	+6.2%	Shares	Sole	2026-05-04
2025-12-31	$1,712,273	46,809	+17.9%	Shares	Sole	2026-03-03
2025-09-30	$1,572,438	39,688	+48.3%	Shares	Sole	2025-10-31
2025-06-30	$968,249	26,762	+6.0%	Shares	Sole	2025-09-09
2025-03-31	$821,309	25,240	+46.7%	Shares	Sole	2025-08-12
2024-09-30	$564,627	17,209	-6.5%	Shares	Sole	2025-10-06
2024-06-30	$503,015	18,412	-5.2%	Shares	Sole	2025-10-06
2024-03-31	$523,347	19,412	+12.9%	Shares	Sole	2025-10-06
2023-12-31	$459,607	17,188	-5.5%	Shares	Sole	2025-12-08
2023-09-30	$448,334	18,188	+11.0%	Shares	Sole	2025-12-08
2023-06-30	$449,358	16,388	0.0%	Shares	Sole	2025-12-08
2023-03-31	$465,091	16,388	—	Shares	Sole	2025-12-08
No filing history on record for this holder in this stock.