Kestra Advisory Services, LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,858,885 | 50,817 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,912,932 | 48,282 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,308,883 | 36,177 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $1,144,659 | 35,177 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $1,090,167 | 34,401 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $1,090,276 | 33,230 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $1,052,557 | 38,527 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $980,292 | 36,361 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $847,577 | 31,697 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $970,618 | 39,376 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $917,857 | 33,474 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $1,183,275 | 41,694 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $1,149,938 | 40,677 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $1,238,984 | 45,484 | Shares | Sole | 2022-11-01 |
| 2022-06-30 | $1,098,423 | 35,433 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $1,205,974 | 34,885 | Shares | Sole | 2022-07-20 |
| 2021-12-31 | $988,979 | 28,160 | Shares | Sole | 2022-07-25 |
| 2021-09-30 | $826,295 | 25,215 | Shares | Sole | 2022-07-25 |
| 2021-06-30 | $774,239 | 22,566 | Shares | Sole | 2022-07-26 |
| 2021-03-31 | $581,761 | 17,366 | Shares | Sole | 2022-07-27 |
| 2020-12-31 | $658,619 | 20,086 | Shares | Sole | 2022-07-28 |
| 2020-09-30 | $406,895 | 13,004 | Shares | Sole | 2022-07-29 |