Position in UTG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,495,287
+$529,873 QoQ
Shares Held
159,511
+5.0% QoQ
Ownership
0.174%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#20
of 264 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealthspire Advisors, LLC holds $49,912,238 across 44 Asset Management names. UTG ranks #1 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
This page
|
159,511 | $6,495,287 | |
| 2 | BX |
Blackstone Inc.
|
52,520 | $6,180,028 | |
| 3 | EIM |
Eaton Vance Municipal Bond Fund
|
563,559 | $5,613,047 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
374,135 | $4,818,858 | |
| 5 | APO |
Apollo Global Management, Inc.
|
31,445 | $3,720,257 | |
| 6 | BLK |
BlackRock, Inc.
|
3,342 | $3,213,533 | |
| 7 | KKR |
KKR & Co. Inc.
|
22,676 | $2,081,203 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
199,488 | $1,571,965 |
All Filings in UTG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,495,287 | 159,511 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,965,414 | 151,869 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,278,859 | 144,310 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $3,534,170 | 97,683 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,937,366 | 59,538 | Shares | Sole | 2025-05-09 | |
| 2024-03-31 | $268,602 | 9,963 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $273,015 | 10,210 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $260,944 | 10,586 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $415,742 | 15,162 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $686,710 | 24,197 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,140,440 | 40,341 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,155,248 | 42,410 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,589,277 | 51,267 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,024,211 | 58,554 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,657,347 | 47,191 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,116,450 | 64,585 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,914,119 | 84,935 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,591,049 | 47,494 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,717,277 | 52,372 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,272,592 | 72,630 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,851,722 | 127,625 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,334,235 | 150,756 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||