Position in UTG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$235,522
+$16,189 QoQ
Shares Held
5,996
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Armor Investment Advisors, LLC holds $921,889 across 5 Asset Management names. UTG ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
16,343 | $262,632 | |
| 2 | UTG |
Reaves Utility Income Fund
This page
|
5,996 | $235,522 | |
| 3 | PFL |
Pimco Income Strategy Fund
|
21,736 | $173,888 | |
| 4 | BBDC |
Barings BDC, Inc.
|
18,300 | $150,609 | |
| 5 | EOD |
Allspring Global Dividend Opportunity Fund
|
17,022 | $99,238 |
All Filings in UTG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $235,522 | 5,996 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $219,333 | 5,996 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $237,561 | 5,996 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $761,589 | 21,050 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $655,192 | 20,135 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $693,725 | 21,891 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $766,736 | 23,369 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $641,173 | 23,469 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $683,409 | 25,349 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $374,172 | 13,993 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $318,428 | 12,918 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $338,472 | 12,344 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $348,165 | 12,268 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $334,547 | 11,834 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $365,424 | 13,415 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $560,356 | 18,076 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $665,334 | 19,246 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $563,149 | 16,035 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $546,439 | 16,675 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $495,093 | 14,430 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $440,290 | 13,143 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $364,887 | 11,128 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $331,329 | 10,589 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $325,612 | 10,789 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $279,996 | 9,739 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||