Certified Advisory Corp
Position in UTG — Reaves Utility Income Fund
CIK 1731732
ALTAMONTE SPRINGS, FL
Position in UTG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$654,370
+$25,616 QoQ
Shares Held
16,070
+0.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#109
of 264 holders
Holding Since
Mar 2020
24 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, 2026Certified Advisory Corp holds $2,195,704 across 5 Asset Management names. UTG ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
26,013 | $717,698 | |
| 2 | UTG |
Reaves Utility Income Fund
This page
|
16,070 | $654,370 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
31,029 | $518,184 | |
| 4 | ETW |
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
|
22,154 | $213,564 | |
| 5 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
11,661 | $91,888 |
All Filings in UTG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,370 | 16,070 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $628,754 | 16,007 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $590,620 | 16,146 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $644,934 | 16,278 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $551,600 | 15,246 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $563,657 | 17,322 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $544,592 | 17,185 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $559,443 | 17,051 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $482,689 | 17,668 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $530,653 | 19,683 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $542,180 | 20,276 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $546,170 | 22,157 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $575,299 | 20,981 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $581,222 | 20,480 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $543,971 | 19,242 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $557,929 | 20,482 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $616,869 | 19,899 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $596,297 | 17,249 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $439,772 | 12,522 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $386,849 | 11,805 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $344,506 | 10,041 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $332,990 | 9,940 | Shares | Sole | 2021-05-10 | |
| 2020-06-30 | $293,772 | 9,734 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $276,143 | 9,605 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||