Wealthcare Advisory Partners LLC
Position in UTG — Reaves Utility Income Fund
CIK 1683059
WEST CHESTER, PA
Position in UTG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$463,307
+$83,534 QoQ
Shares Held
11,795
+13.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026Wealthcare Advisory Partners LLC holds $63,534,498 across 46 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
545,634 | $16,461,777 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
436,792 | $7,294,426 | |
| 3 | ARCC |
Ares Capital Corp
|
264,044 | $4,892,735 | |
| 4 | APO |
Apollo Global Management, Inc.
|
33,725 | $3,990,004 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
205,537 | $3,878,483 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
79,900 | $3,214,377 | |
| 7 | BX |
Blackstone Inc.
|
20,925 | $2,462,244 | |
| 8 | GNT |
GAMCO Natural Resources, Gold & Income Trust
|
241,340 | $1,966,921 |
All Filings in UTG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $463,307 | 11,795 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $379,773 | 10,382 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $365,137 | 9,216 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $314,548 | 8,694 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $266,893 | 8,202 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $228,453 | 7,209 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $217,169 | 6,619 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||